Trading & Rebalancing

The iRebal Intelligent Rebalancer is a multi-custodian client-server application that automates trade order management for rebalancing across a family of accounts, cash management (investments, withdrawals, fees, margins) and tax-loss harvesting. It creates uploadable trade tickets and saves SEC-compliant trade blotters. The iRebal solution accommodates all security types (including hedge funds, individual bonds, stocks, separately managed accounts and mutual funds), all account types (including 401(k)s and annuities), carry-forward losses and client preferences. Benefits for firms are staff cost savings, consistency and compliance; for clients, increased returns.

For more information: www.iRebal.com

Smartleaf Portfolio Manager is a browser-based ASP separate/ individual account asset management platform and data service that enables advisors to manage individual accounts with greater efficiency. Using proprietary or third-party model portfolios, Smartleaf generates daily actionable tax-lot trade recommendations for individual portfolios. These recommendations are automatically pre-trade compliant and tax, risk and expense sensitive. Recurring, complex tasks such as security/sector/social-criteria restriction management, portfolio transition, active tax management and rebalancing are done automatically.

For more information: www.smartleaf.com

Tamarac Advisor provides customized, tax-efficient rebalancing across an unlimited number of accounts or families. The Tamarac system can simultaneously rebalance many accounts at the same time, greatly reducing the time commitment for rebalancing. Each account or family is rebalanced in the most advantageous way possible according to advisor preferences and rebalancing factors such as tracking error, taxes, transaction costs, redemption fees and commissions. Tamarac automatically creates up-loadable, multi-custodial trade order files. Tamarac supports a wide variety of security types including equities, bonds, mutual funds and alternative investments.

For more information: www.tamaracinc.com