Review Detail

Excellent summary of the internal hours that can be saved by adopting a smart rebalancing solution.

Another advantage of rebalancing solutions is the reduced liability. Mistakes and keystroke errors occur when trades are manually keyed into a trade system. Unfortunately, the wrong kind of error can lead to a multi-thousand dollar trade error which the firm and/or its E&O carrier must repay to make the client whole.

Consider that avoiding one $50,000 trading error covers the cost of even the most expensive rebalancing tool.