REBALANCING AND TRADING
RebalX® is a powerful multi-custodian, multi-model rebalancing and trade order management system.
RebalX® has taken the complexity out of model rebalancing. Our trading workflows allow you to rebalance one or more models across multiple custodians with a few simple clicks.
Your strategies can be applied to a separately managed account (SMA) or a unified managed account (UMA). You have the flexibility to create a multi-strategy UMA, or model of models strategy. You simply manage your strategies and let the platform take care of the rest.
Tax Lot Trading – Identify tax losses on specific tax lots and generate trades to capture those losses.
Tax Loss Harvesting – Analyze and trade specific tax lot losses on a select group of accounts, then apply replacement securities to automatically avoid wash sales.
Smart Settlement Alignment – Have a model with a mix of mutual funds and ETFs or stocks? RebalX® allows you to automatically align settlement dates to avoid cash shortages.
Execute mutual fund, ETF and equity trades with ease.
Once block trades are created through our trading workflows, these blocks are sent through our FIX network for execution. Once filled, allocations to the client accounts are sent electronically and holdings will appear in real-time.