Rebalancing Software For RIAs: Vendors, Benefits & Capabilities

Reid Stone
10/19/12 4 PM EST
4.8
Average Attendee Rating
Poor Average Excellent

Implementing rebalancing software is a great way to create efficiency in your firm, increase productivity and improve client-service. In this webinar, you will learn about the results of in-depth research about rebalancing software apps for RIAs.

 

The session will cover rebalancing software features, the benefits of automating the rebalancing process, and the questions to ask before choosing a system. You’ll learn about:

 

• findings on extensive research of rebalancing software

• the benefits of implementing a system

• questions to ask in choosing rebalancing software

• current systems available to RIAs

• the most important features

• The efficiency gains in automating rebalancing workflow

 

Reid Stone, founder of AdvisoryQuest.com, provides comprehensive solutions to build efficient advisory businesses. He consults on technology and operational strategy and implements solutions. Reid has nearly 20 years of experience including operations leadership roles at a family office and RIA. He has a Master of Business Administration degree and a Certificate in Financial Planning.

 


Register here.
 

This session is not eligible for CFP or IMCA CE credit.


Webinar attendance is limited to Advisors4Advisors members.  Not a member? Join here.


User reviews

19 reviews

 
(6)
 
(4)
 
(4)
 
(3)
 
(2)
Rating 
 
 
4.8  (19)
Already have an account? or Create an account
View all reviews View most helpful
(Updated: October 18, 2012)
Rating 
 
 
2.0

too much statistics on who is not using-was more interested in benefits of various products.
liked tips he gave on shopping for products.

Was this review helpful to you? 
(Updated: October 18, 2012)
Rating 
 
 
5.0

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!

Was this review helpful to you? 
(Updated: October 18, 2012)
Rating 
 
 
5.0

-

Was this review helpful to you? 
(Updated: October 18, 2012)
Rating 
 
 
4.0

I would have appreciated more of a distinction between portfolio management software and rebalancing software.

Was this review helpful to you? 
(Updated: October 18, 2012)
Rating 
 
 
1.0

This may have been the worst webinar I have ever attended. The information was extremely basic, as if the presenter had merely Googled rebalancing software and created a slideshow based off of the first few search results. Also, the presentation consisted of him reading various bulleted lists.

Was this review helpful to you? 
View all user reviews