Are you looking for a comprehensive solution to streamline discretionary management and advisory services for your clients? Look no further! Techrules Tower Rebalancing, a module within our all-in-one wealth management solution Tower TechRules, is here to transform the way you manage your client portfolios.
What makes Tower Rebalancing stand out? Let's dive into its key features:
- Tailored Portfolio Adjustments: Our rebalancing engine allows for precise adjustments tailored to each client's profile, be it tactical (recommended products) or strategic (recommended categories). Plus, it ensures compliance with regulatory requirements while accommodating each client's preferences and restrictions.
- Flexible Rebalancing Options: Whether you prefer rebalancing against a selected model portfolio using a product ranking system or making direct changes to the client's portfolio, Tower Rebalancing offers flexibility to suit your workflow.
- Customizable Business Rules: With multiple business rules, you can adapt the algorithm to your entity's specific situation, ensuring optimal portfolio adjustments also from the operational viewpoint.
- Lightweight Integration: Tower Rebalancing offers a "light" integration via APIs, focusing only on positions, catalog, and transactional data, ensuring seamless integration with your existing systems.
- Order Generation with Client Reports: Generate orders with logical explanations of changes and provide clients with detailed reports in PDF format (optional), enhancing transparency and client communication.
- Customizable API Service: Enjoy the flexibility of a REST API service with configuration options tailored to your entity's needs, whether on-premise or cloud-based.
- GDPR Compliance: Rest assured, Tower Rebalancing is GDPR compliant, offering anonymous service to protect client data.
Curious to learn more? Dive into our detailed documentation to explore all the features and functionalities available.
#WealthManagement #TechRules #InvestmentAdvisory #DiscretionaryManagement #Rebalancing
CEO and Founder - Neuhaus Business Development Experts GmbH
1 年Powerful and efficient! This can make a difference!
Sales Engineer en Univeris (formerly TechRules) | PMP Certified
1 年In my experience, the rebalancing engine is the crucial piece of any solution that offers discretionary management and advisory services. It is not just about moving some assets for others in an investment portfolio. It's kind of like transforming technology into something magical to make the investment preferences of each client, the investment policies of the entity, the conditions of regulatory compliance, and the rules of transactional operations converge all of them, so that the rebalancing is achieved and becomes a reality. Thanks Javier for sharing