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The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Portfolio re-balancing

Advisor Rebalancing

By Envestnet | Tamarac

701 Fifth Ave, 14th Floor

Seattle, WA 98104



The industry's leading premium rebalancing application
Efficient portfolio management begins with disciplined and flexible portfolio construction. Whether you're using a passive or active management strategy, Advisor Rebalancing dramatically abbreviates the trading process while adhering to your investment strategies, custom account settings, restrictions, and tax sensitivity.

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.
  • Rebalancing
    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.
As a client of Tamarac, you will have a wealth of support and training options. Tamarac provides your firm with a dedicated implementation team that works with you to set up Advisor Rebalancing and train your staff.

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.
More information

Video Demonstration

Contact for Additional Product Information

(877) 335-7391


To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.