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Rebalancing
Just enter your goal, we will do the maths
Is your team spending too much time performing portfolio rebalancing or index rebalancing? Just enter the objective criteria, such as subscription amount, minimum cash reserve, the reference index or fund, etc, and our system will auto-rebalance the portfolio by creating a list of orders. This service is included with Prodigy but is also available as a standalone workflow.
Use case
Replace complex and time-consuming calculations to be performed for portfolio rebalancing and index rebalancing, as changes occur to NAV, index, cash or reference fund.
How does it help?
User just needs to enter the objective criteria, such as subscription amount, minimum cash reserve, the reference index or fund, etc, and the system will auto rebalance the portfolio by creating a list of orders.
Key features
Subscriptions and redemption rebalancing
Reinvest cash on hand
Minimum cash reserve
Rebalance portfolio against another portfolio/benchmark
Manually enter target percentage or cash amount to invest per position
Ability to lock positions
Not sure if this is right for you?
Tell us your situation, and we will suggest the best solution tailored to your needs.
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