By Envestnet | Tamarac
701 Fifth Ave, 14th Floor
Seattle, WA 98104
Advisor Rebalancing delivers much more than portfolio rebalancing. Automate your model portfolio construction and management, monitor your accounts for trading triggers, make tactical trades, execute your trades directly with your broker, and reconcile trades from the previous day with the click of a button.
Top features include:
- Model portfolio construction
Extensive modeling capabilities enable efficient management across thousands of investors that have different goals, risk tolerances, and investment objectives. Construct model portfolios with an unlimited tier structure — giving you ultimate flexibility in automating your most complex strategies.
- Daily portfolio monitoring
Instantly look across thousands of accounts and households for any custom criteria, such as accounts that have drifted outside their target allocation, accounts that are holding too little cash, and accounts that are holding unrealized gains and losses.
Rebalance thousands of accounts and households in minutes. Take advantage of an "always on" rebalancing method and rebalance accounts as they meet your requirements.
- Cash management
Extensive cash management capabilities make it easy to maintain proper cash reserves for each client's unique needs while adhering to the model, account restrictions, and tax sensitivity.
- Trading notes
Recommended trade reports provide detailed breakouts of underlying accounts and reasons for trades. Trade recommendations are easy to edit, and you can add new trades or place trades on hold for later execution. All trades are saved for audit purposes.
- Tax management and tax-loss harvesting
Automate different loss harvesting strategies at the individual security level or across the entire account. Reinvestment of cash generated from harvesting activities is also automated so that the account can stay fully invested while taking the benefits of the tax-loss opportunity.
- Real-time pricing
Calculate trades with real-time pricing for U.S. equities and ETFs listed on U.S. stock exchanges, including NASDAQ, NYSE, NYSE Alternext, and over-the-counter exchanges.
- Trade reconciliation
Automate the review process of logged trades against executed trades from your custodian with the click of a button, fulfilling your SEC mandated obligation.
- Straight-through processing
Execute trades directly from Advisor Rebalancing with a growing list of custodial platforms. Streamline your trading workflows by routing and tracking trades from creation through settlement.
- Integrated and accessible
Key features and information from Advisor Rebalancing are accessible directly from within Advisor CRM to make servicing your clients even easier.
Contact your local Tamarac representative and find out why over 700 independent RIA firms, collectively managing over $350 billion in assets, trust Tamarac and Advisor Xi to grow their business more profitably.
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