| Morningstar Total Rebalance Expert | FinFolio | Blaze Portfolio's ATOM Align | TradeWarrior | ASI Portfolio Rebalancing Solution, Salesforce, API | RedBlack Rebalance Express | Envestnet | Tamarac's Advisor Rebalancing | TD Ameritrade's iRebal | |
|---|---|---|---|---|---|---|---|---|
| Cloud/desktop | Cloud | Both | Cloud | Both | Cloud | Both | Cloud | Both |
| Quick analysis of accounts | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Cash management | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Tax-loss harvesting | ✔ | ✔ | ✔ | ✔ | In development - available Q1 of 2016 | ✔ | ✔ | ✔ |
| Includes held-away accounts | ✔ | ✔ | ✔ | ✔ | In development - available Q1 of 2016 | ✔ | ✔ | ✔ |
| Capital gain distribution avoidance | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Review levels | 5 levels | 7 levels | 2 levels | 2 levels | 2 levels | 3 levels | Unlimited | 3 levels |
| Location optimization | ✔ | ✔ | ✔ | ✔ | In development - available Q1 of 2016 | ✔ | ✔ | ✔ |
| Security equivalences | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Custom trade minimums/thresholds | ✔ | ✔ ( trade restrictions, custom trade rules) |
✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Client billing | ✖ | ✔ | ✖ | ✖ | ✖ | ✖ | ✔ | ✖ |
| Customizable for adviser preferences | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Base pricing | Starts at $7,500/year before discounts | $10,000 per year | $10,000 to $14,000 per year | $333 per month | Not available | Not available | Not available | Cloud version free for TDA accounts; Standalone version $20,000 year and up |
| Report generator | ✔ | ✔ | ✖ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Set-up time | 2-3 weeks | 4-6 weeks | 4 weeks | 3-4 weeks | As little as 1 day | 1 week | 1-2 weeks | 1 day |
| Integrations | Morningstar Office, Orion Advisor Services, PortfolioCenter, FinFolio, Black Diamond, Asset Book, TPX (PowerAdvisor), Advent Axys, TPortal | Salesforce, Dynamics, Junxure, TRX, Trade Warrior, RealTime Trading-Sungard SGN, FactSet, IDC, Bloomberg Data License, Xignites, Box.com, AdvisorProducts, hundreds of custodians | SS&C Advent AXYS/APX/Black Diamond, Addepar, Schwab Performance Technologies, Morningstar Office, Asset Book, Portfolio Pathways, BridgePortfolio, Orion Advisor Services, SunGard, Xignite, Real Time Electronic Trading | Schwab, Fidelity, National Financial Services, TD Ameritrade, Pershing, LPL, Scottrade, Shareholders Services Group, National Advisors Trust Company, TradePMR, PortfolioCenter, AssetBook, Black Diamond, Advent Axys and APX, Orion, Morningstar, FinFOlio, Blueleaf, Riskalyze, Raptor Trading, Outsource This, AllBackOffice, BOSS, Private Client Resources | Salesforce, TD Ameritrade Institutional, Grendel, AssetBook, Redtail, Tiburon Strategic Advisors, Morningstar, S&P Down Jones Indices, Lipper | Addepar, Advent APX, Advent Axys, AssetBook, Black Diamond, Blueleaf, Envestnet Advisor Suite, Fortigent, Infovisa Maui, Morningstar Office, Orion, Pershing PES, PortfolioCenter, Principia CAMS, Tamarac Advisor Xi Suite, TrustDesk, Pershing | Envestnet, Yodlee, FactSet, Morningstar ByAllAccounts, Advisor CRM by Tamarac, Junxure, Microsoft Dynamics, Salesforce.com, Schwab Advisor Services, Fidelity Institutional Wealth Services, Merrill Lynch, Pershing Advisor Solutions, Raymond James, TD Ameritrade Institutional, Jefferson National | Orion, PortfolioCenter, Tamarac, Advent Axys and APX, Black Diamond, Veo, Veo One, Envestnet, Morningstar, as well as other custom interfaces |
Synthesis Wealth Planning brings a fivefold asset growth story and a recently merged practice to the Bluespring fold.
Janus Henderson Investors research reveals demand for transparency, but lack of awareness of AI’s prevalence in the corporate world.
New research reveals rising expenses, forced early exits, and a widening gap between how long people live and how long their money lasts.
Firms continue their quest to attract and retain the best advisor teams.
A survey from TacticalMind AI found 69% of advisors say a high-quality AI platform that makes investment recommendations and constructs portfolios is worth $500 monthly, while research-only tools are valued closer to $250.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
