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.
  • Example

Functionalities

  • Example
  • 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