Review Detail
Overall rating
4.6
Trading Features
5.0
Reporting
3.0
Managing For Tax Efficiency
5.0
Household Rebalancing
5.0
Tax Loss Harvesting
5.0
Trade Order Reconcilliation
5.0
Integrations
4.0
Security
5.0
Training
4.0
Support
5.0
Pricing
5.0
iRebal has had a major impact on many facets of our business - ALL POSITIVE!
We were one of the early adopters - I think the six user signed up give or take. We were very skeptical at first since there was no way in the world we would ever allow software to dictate to us regarding our portfolio management. It had to be the other way around in that we were unwilling to compromise or be limited to what the program could or could not do. That concern was put to rest very early on. We have been happy ever since.
User Review
The Good
Helps execute our "thinking" timely and efficiently
Functionality - robust; ie, managing taxes, trading costs, thresholds, etc.
Consistency within the firm
We have our arms around our investment process
Custom built to deliver our investment policy - without exception
Compliance process and tracking
Efficient use of our time
We simply can do a better job managing portfolios
Functionality - robust; ie, managing taxes, trading costs, thresholds, etc.
Consistency within the firm
We have our arms around our investment process
Custom built to deliver our investment policy - without exception
Compliance process and tracking
Efficient use of our time
We simply can do a better job managing portfolios
The Bad
Nothing
The Bottom Line
iRebal has proven to be an incredible tool that has allowed us to do a much better job managing portfolios and at the same time allowing our planners more time to focus on meeting with clients and helping them reach their life goals. The support staff and programmers are tremendous as well.
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