Trading & Rebalancing
These third-party providers offer trade-order management and rebalancing capabilities to augment the rebalancing capabilities available in PortfolioCenter®.
Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV) since 2012, combines a comprehensive portfolio management offering with an integrated suite of RIA technology. Tamarac Advisor Xi® integrates portfolio accounting, model management, monitoring, rebalancing, trading, performance reporting, and enterprise-level client relationship management (CRM) software. The integrated software components can be purchased separately and all applications benefit from the portfolio accounting data that flows from PortfolioCenter® throughout the Advisor Xi suite. Tamarac’s outsource services aggregates your firm’s account information—even held-away assets—enabling you to view your clients’ daily account, holdings and trade information throughout Tamarac’s Advisor Xi suite. Our outsource services offer a variety of portfolio management capabilities, including daily position reconciliation, daily performance calculations, and leverages advanced in-house technology to automate complex billing scenarios, such as average daily balance, unlimited tiered billing, flat fee billing, billing adjustments, and more. For more information: www.tamaracinc.com.
For more information: www.tamaracinc.com
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 tradeblotters. 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
RedBlack Software provides intuitive and interactive portfolio rebalancing, trading and monitoring solutions for investment advisory and management firms of all sizes. Their solutions offer depth of tradable and non-tradable securities, are highly scalable, multi-custodial and employ location optimization for tax sensitive trading.
RedBlack Software’s Rebalance Express is an interactive rebalancing and trading platform that can scale to accommodate any firm size. Rebalance Express is available as an application or as a cloud-based service.
For more information: www.redblacksoftware.com
Total Rebalance Expert (TRX) is the most tax efficient and easy to use auto-rebalancing software designed by an industry leading CPA advisor for advisors to simplify portfolio management. Originally designed to work specifically with PortfolioCenter, TRX now works with a number of other Portfolio Management Systems (PMS) and third party providers, administering hosted versions of PortfolioCenter and other PMS.
For more information: www.trxpert.com
Disclaimer: We are committed to ensuring that our products integrate with third-party providers. You should evaluate each provider to determine if their product or service meets your business needs. The products and services presented in this section describe solutions provided by independent suppliers. The information is available here to help educate you.
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