By means of an advanced technology, TechRules Rebalancing enables the automation of the process of portfolio rebalancing, which results in saving valuable time, and allows you to adjust the asset allocation in the client’s portfolio according to the established business logic.

The main objective is to make the client portfolio compatible with the asset allocation of the corresponding model portfolio, taking into account at the same time the personal investment limitations, the business rules and commercial preferences.

Why use it?:

• Customization of the tool
• Flexible algorithm according to the currency, assets, language and preference
• Mechanization of portfolio rebalancing