Rebalancing Software For RIAs: Vendors, Benefits & Capabilities
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User reviews
(Updated: October 18, 2012)
5.0 |
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Fair evaluation of rebalancing software - which I have used for 2+ years (TRXpert). I agree with his key comments that (1) it is a VERY cost effective to automate an otherwise time consuming process and (2) it creates a powerful compliance statement of how you more fairly + uniformly treat your clients as far as trading +/or maintaining their IPS asset allocation as an ongoing documented process. I now cannot imagine why an advisor would not use this type of software!
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(Updated: October 18, 2012)
4.0 |
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Godd information that would be time consuming for the individual practitioner to research
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(Updated: October 18, 2012)
4.0 |
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(Updated: October 18, 2012)
4.0 |
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(Updated: October 18, 2012)
4.0 |
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I would have appreciated more of a distinction between portfolio management software and rebalancing software.
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