Rebalancing investments

SS&C Releases First Round of 2018 Product Upgrades

Retrieved on: 
Tuesday, June 12, 2018
Investment, Rebalancing investments, Cloud computing

"The 18.1 release delivers enhancements on two recently announced solutions: Advent Lumis , an exception management and workflow solution forGenevausers, and Advent Genesis .

Key Points: 
  • "The 18.1 release delivers enhancements on two recently announced solutions: Advent Lumis , an exception management and workflow solution forGenevausers, and Advent Genesis .
  • Launched at SS&C Deliver 2017, Advent Genesis, a cloud-based portfolio construction and rebalancing solution, helps clients to manage models and portfolio drift and adjusts strategies efficiently.
  • Just a few months after launch, Genesis received the "Highly Commended" designation in the Best New Trading Product category at the 2018 Fund Technology and WSL awards.
  • Focus on GDPR compliance remains a key investment area in this round of releases, and along with related client requests, resulted in performance improvements especially on the Advent Rules Manager solution.

Capitect Named a Two-Time Finalist in the 2018 wealthmanagement.com Industry Awards Program

Retrieved on: 
Monday, June 4, 2018
Economy, Finance, Money, Investment management, Investment, Rebalancing investments, Wealth management

LOS ANGELES, June 4, 2018 /PRNewswire-PRWeb/ --Capitect, an innovative advisor technology platform, announced today that it has been named a finalist in two categories in the prestigious 2018 wealthmanagement.com Industry Awards Program.

Key Points: 
  • LOS ANGELES, June 4, 2018 /PRNewswire-PRWeb/ --Capitect, an innovative advisor technology platform, announced today that it has been named a finalist in two categories in the prestigious 2018 wealthmanagement.com Industry Awards Program.
  • Capitect's Portfolio Architect enables advisors to digitize their investment strategies using any number of asset classes and sub-asset classes, which allow for "infinite drill down."
  • Capitect's Rebalance Architect enables advisors to automate and streamline the rebalancing process, whether an advisor has 10 or even 1,000 unique target portfolios.
  • "We've had a very strong reception from the industry for Capitect across the wealth management space and we are extremely honored to be named a finalist this year," said Choi.

AdvisorEngine Enhances Rebalancing and Trading Capabilities, Integrates With Smartleaf

Retrieved on: 
Wednesday, May 23, 2018
Investment, Rebalancing investments, Workflow, Portfolio management

Cambridge, Massachusetts-based Smartleaf delivers a state-of-the-art automated portfolio rebalancing system, designed from conception to support compliant, customized, tax-optimized portfolio management at scale.

Key Points: 
  • Cambridge, Massachusetts-based Smartleaf delivers a state-of-the-art automated portfolio rebalancing system, designed from conception to support compliant, customized, tax-optimized portfolio management at scale.
  • Smartleaf is powerful and flexible enough to support both advisor-centric, high-net-worth services and mass-rebalanced roboadvisor accounts.
  • Configure rebalancing workflows Firms may rebalance on a calendar, driftor opportunity score basis, programmatically implementing their desired approach to portfolio management.
  • Gerard Michael, president of Smartleaf, commented, "We are exceptionally pleased to be working with AdvisorEngine.

TradePMR Rolls Out Technology Updates Ahead of Annual Synergy Conference

Retrieved on: 
Tuesday, May 15, 2018
Economy, Investment, Rebalancing investments, Synergy, Financial adviser, Workstation

The updates, including drift features and new money alerts, bring automatic rebalancing and cash management features to an advisor's workstation and/or mobile device.

Key Points: 
  • The updates, including drift features and new money alerts, bring automatic rebalancing and cash management features to an advisor's workstation and/or mobile device.
  • The announcement made todaycomes just days ahead of TradePMR's annual Synergy Conference where the firm plays host to growth-minded RIAs from across the nation.
  • "Rebalancing and cash management are two of the most important components of managing a client's portfolio," said Robb Baldwin, founder and CEO of TradePMR.
  • For the past 20 years, TradePMR has addressed the technology and support demands of financial advisors with solutions that are easy to implement and user-friendly.