Better and faster. Together at last.

Efficiently rebalance thousands of accounts
in minutes with optimal results.

The most comprehensive modeling and
rebalancing tool on the market.

What Makes The Universal Rebalancer Different

TECHNOLOGY: Our proprietary PairWise Swapping Algorithm is best in the class. This technique guarantees efficient and optimal rebalancing. Highly customizable through various configuration options.
HOUSEHOLDS: Create households with multiple taxable and non-taxable accounts. Rebalance selective accounts in a household, apply attribute restrictions on any account in a household
ATTRIBUTES: Create attribute-based models or accounts, rebalance at attribute level or security level, efficiently minimize trades. Rebalance selective sleeves
RESTRICTIONS: Attribute level restrictions, security level restrictions, share lot level restrictions, sleeve level restrictions in attribute based accounts, account level restrictions in household
TAX-EFFICIENCY: Harvest gains, harvest losses, rebalance while minimizing taxes, track and utilize YTD realized gains/losses, wash-sale restriction
MODELING: Comprehensive modeling, create security or attribute based models. create nested multi-level models, create composite or blended models
ENHANCED FEATURES: Minimum Trade Size (MTS) at security level, Equivalences with advanced breakdown rules, Comprehensive rounding rules, Transaction cost (buy and sell) at security level

Intuitive Modeling Tool

With our comprehensive modeling tool, you can create, edit and maintain your models or import your models in seconds.

Create and maintain security based models with targets and tolerance levels. Use any combination of stocks, bonds and cash
Create model of models with up to five levels of nesting – these models can also contain any number of securities
Create attribute based models using any security attribute (sector, industry, market cap or asset classes)
Set triggers for model of models to update when underlying model changes
Set alerts when the accounts following this model drift beyond a specified threshold

Next Generation Rebalancing

Our rebalancing engine was designed from the ground up based on quadratic programming techniques and principles. To be exact, we create a sell list and a buy list. Infinitesimal trades are made and their effects on portfolio are analyzed, real-time. If the impact is beneficial to the portfolio, the rebalancing engine pursues the most favorable path. This methodology lets you achieve the most optimal rebalanced portfolio.

Rebalance to target or rebalance to tolerance or minimize turnover
Harvest losses, harvest gains, raise cash, invest cash or minimize taxes
Rebalance in selected/drifted asset class or all asset classes
Rebalance household accounts with up to 15 sleeves
Tilt or bias your portfolio towards an attribute like div yield or PE ratio, for example
Mix and match taxable, non-taxable and attribute based accounts in a household
Rebalance with attribute tolerance to lower turnover
All methodologies for share lot depletion are suppoted

Integrated Trading

Our integrated trading component helps you manage the entire process – from portfolio, order management to trade execution without leaving our system.

View, edit and delete trades before submitting
Create blocks of all the trades of the same securities to lower transaction costs
Connectivity to hundreds of brokers via FIS Global
Send the trades to the broker of your choice

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Quadratic Programing

Why you should care about something you'll never see.

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Infinitesimal Trades

that are always working in your favor.

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Optimal results.

Because the math works as hard as you do.

Better and faster. Together at last.

Efficiently rebalance thousands of accounts in minutes with optimal results.

The most comprehensive modeling and rebalancing tool on the market.

Intuitive Modeling Tool

Next Generation Rebalancing

Integrated Trading

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Please tell us about yourself.

Efficiently rebalance thousands of accounts
in minutes with optimal results.

The most comprehensive modeling and
rebalancing tool on the market.