WealthStation Trading & Rebalancing
WealthStation Trading and Rebalancing links you to your brokerage or bank back-office which can connect to all major service bureaus that perform trading of stocks and funds. Its capabilities help you produce real-time buy or sell trade requests through a scheduled rebalancing process. In both cases, the portfolio can be realigned against a model as it drifts beyond established tolerance levels, generating trade alerts as appropriate. WealthStation Trading and Rebalancing can be deployed independently or as part of an integrated wealth management processing solution.
Features
- Provides secure, real-time connections to back-offices
- Allows automatic rebalancing operation to an established Investment Policy Statement or user defined model
- Facilitates order checking and establishment of compliance rules
- Ensures parameters, models or policies are met
- Integrates overlay management automatically in rebalancing
- Initiates trades automatically according to a schedule or predefined rules
Benefits
- Eliminates delays caused by reconciling and manually rebalancing portfolios
- Simplifies trading and rebalancing and mitigates risk by securing information in one system
- Reduces data input effort and time by using key data already established in WealthStation
- Allows advisors to go beyond proposal and planning into execution and follow-up
- Helps enhance the advisor/client relationship by providing more comprehensive service
Brochures & Datasheets
Related Products & Services
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WealthStation
An integrated wealth management platform for client management, data aggregation, financial planning, investment management, asset allocation, trading, rebalancing and reporting.