Rebalancing

Rebalance. Made simple.

For such an integral part of the portfolio management process, rebalances have long been a cumbersome and time consuming process for advisors. Our rebalance tool allows for sophisticated, efficient rebalances across multiple accounts and households in a fraction of the time advisors are accustomed to spending.

Benefits

Bulk rebalance functionality allows advisors to rebalance multiple households invested in multiple strategies at once

– these trades can then be block traded to ensure same execution price across an advisor’s entire book

Rebalance calendar is integrated with GeoWealth CRM

to keep advisors informed when clients are due for rebalance

Rebalance process is tax efficient and trading cost sensitive

and can be tailored to specific client needs

Unified Managed Household (UMH) technology allows for the rebalance of strategies and products

spread across multiple accounts within a single household

Features

1

Seamless cash injection and extraction

2

Detailed rebalance calendar is integrated with CRM

3

Block trade functionality allows

for multiple rebalances at once

4

Advanced UMH rebalance functionality

GeoWealth Solutions

GeoWealth addresses real-life problems financial advisors face in their day-to-day operations.

Here are just a few.

Problem

Solution

Advisors turn to Excel or other rudimentary, time-consuming, and error prone tools to rebalance client accounts.

GeoWealth’s rebalance engine allows for sophisticated rebalances in a fraction of the time.

Complicated rebalances that involve multiple accounts in a single household seem impossible to execute.

GeoWealth’s UMH technology gives advisors the ability to execute complex rebalances across single or multiple households.

Advisors cannot execute multiple rebalances and receive the same execution price for a book of clients.

GeoWealth’s rebalance platform gives advisors the ability to block trade multiple accounts, households, and strategies while receiving same execution price for an entire book of business.

Advisors are inundated with client cashiering needs, creating time consuming partial rebalances.

GeoWealth cash extraction capabilities create cash out of a client account while keeping the overall allocation in balance.