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3 Critical Aspects of Household Rebalancing: Location, Location, Location

It’s all about seeing the big picture.

Clients are expecting more from their advisors and advisors are responding by shifting away from managing accounts individually towards providing holistic advice at the household level.  As the number of accounts per client has increased, the ability to manage portfolios stretched across multiple registration types with a mix of taxable and non-taxable accounts has become critically important.

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Multi-Goal Rebalancing: The Best Way to Efficiently Manage Complex Client Portfolios

For many wealth management firms, their portfolio rebalancing software is one of the most critical pieces of technology that they have. While other applications are certainly important – from CRM for managing client relationships, to eSignature for streamlining account opening and eliminating paperwork, to financial planning software that helps guide your clients’ long-term financial plans – arguably no other component has a bigger impact on your clients’ portfolios than rebalancing software. Yet, amongst a sea of vendors offering different sets of features and functionality, almost every rebalancer on the market is hamstrung by one common limitation – they can only review each portfolio a single time during each rebalancing session.

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SoftPak to Launch new Universal Rebalancer at In|Vest 2018 Conference July 10-11th

SoftPak Financial Systems, Inc. one of the leading developers of portfolio analytics software announced today that it will be launching their new Universal Rebalancer at the In|Vest Financial Planning conference in New York, July 10-11th. The Universal Rebalancer uses a pair-wise swapping algorithm to get optimal results for any portfolio. This proven technology is currently being used at top investment firms and is now available to RIAs to rebalance thousands of accounts in just minutes while providing electronic trading connectivity to major custodians.

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