Features
Rebalancing
Providing highly personalized asset management services will give you a significant competitive advantage. FA’s Model Portfolio Management supports model portfolios, investment strategies, and client-specific preferences and enhances your discretionary asset management approach. FA’s intelligent rebalancing logic allows you to efficiently apply your models to your portfolios.
Functionalities
Create, modify and delete model portfolios
Create, modify and delete client-specific investment plans
Follow model-of-models structure
Rebalance portfolios to realign their investments to match their model
Maintain multi-portfolio-setups with sub-portfolio weight adjuster
Automate rebalancing
