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.
– these trades can then be block traded to ensure same execution price across an advisor’s entire book
to keep advisors informed when clients are due for rebalance
and can be tailored to specific client needs
spread across multiple accounts within a single household
for multiple rebalances at once
GeoWealth addresses real-life problems financial advisors face in their day-to-day operations.
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.