登录查看更多内容

WealthTech Cookbook:: Rebalancing Software Overview

Vasyl Soloshchuk

CEO @ INSART | Fintech Business Accelerator | Strategy | Product | GTM | Fundraising | Investor

发布日期: 2018年4月19日

Rebalancing software is an essential part of a typical wealth manager’s toolkit. Today, we provide you with an overview of the most popular rebalancing suites that offer advisors a range of features and benefits. You'll learn about tRx by Morningstar, TradeWarrior, FinFolio, ATOM Align by Blaze Portfolio, RedBlack, Envestnet by Tamarac, iRebal from TD Ameritrade Institutional, and Smartleaf.

We guide you through the features they offer, basic pricing, and integrations. While the main features are fairly similar across all platforms, integrations with custodian banks might play a major role when choosing a tool for effective asset management.

Find the full overview on WealthTech Club.

要查看或添加评论，请登录

Vasyl Soloshchuk的更多文章

How Much Does a Vulnerability Cost?

2024年2月1日

How Much Does a Vulnerability Cost?

Let’s explore the loudest cyberattacks on fintechs in 2023-2024. I picked five cases, most having international…

2 条评论
Java or Python in AI?

2023年2月14日

Java or Python in AI?

I compare the two below. Choose the best option for your Fintech business, and remember to vote - react with ?? for…

1 条评论
Why is Java an exploiter language?

2023年2月8日

Why is Java an exploiter language?

If Java were a person, I guess, it would be a bit like the BBC Sherlock Holmes - “a high-functioning sociopath.” Here’s…
Tools Worth Reviewing When Building ETL Solutions

2021年11月17日

Tools Worth Reviewing When Building ETL Solutions

“Extract, transform, and load” (ETL) is a pretty broad and complex term. It provides some inputs, but it doesn’t…

2 条评论
Grow your business with LaaS/LOS

2021年11月16日

Grow your business with LaaS/LOS

The recent PwC research says that there are gaps that lending tech platforms may fill in to adjust to the market…

2 条评论
How Kubernetes has become the go-to technology and why you must use it to create financial applications

2021年11月10日

How Kubernetes has become the go-to technology and why you must use it to create financial applications

Kubernetes was founded by Ville Aikas, Joe Beda, Brendan Burns, and Craig McLuckie. It was developed by Google in 2014…

1 条评论
How to save time and stay safe creating as many API integrations as your business needs

2021年10月18日

How to save time and stay safe creating as many API integrations as your business needs

In a modern world, not a single development team can implement all the functionality within the framework of a single…
Tips on how to integrate APIs fast but with reasonable level of security

2021年10月15日

Tips on how to integrate APIs fast but with reasonable level of security

Each application has dozens or hundreds of API integrations. To make all of the integrations and launch a product, we…

2 条评论
Top 15 Fintech Executives about Double Hit of Coronavirus plus Market Recession

2020年3月24日

Top 15 Fintech Executives about Double Hit of Coronavirus plus Market Recession

We are all frightened by the uncertainty and global health and economic crisis. Fintech helps people to manage their…
American Dream Shake-Up?—?A Growing Number of Mainstream Citizens Need Financial Advice

2019年2月14日

American Dream Shake-Up?—?A Growing Number of Mainstream Citizens Need Financial Advice

What made Americans change their mindset, and why advisory platforms should care “It’s mainstream America that wants…

See all articles

WealthTech Cookbook:: Rebalancing Software Overview

Vasyl Soloshchuk

CEO @ INSART | Fintech Business Accelerator | Strategy | Product | GTM | Fundraising | Investor

Vasyl Soloshchuk的更多文章

社区洞察

其他会员也浏览了

What will happen for Financial Asset Tokenisation to become mainstream?

Funding and M&A report for January 2023 in Wealth and Asset Management segments

Deals and Funding in Wealth, Asset Management and Banking Technology March 27th to April 1st

How Nancy Analyticks Uses the BEAST Cost Model to Drive Conversations with Portfolio Managers

Whose World Is This?

The long demise of NAS

Market Recap | Corporate Actions | BPI Wealth Management to BPI Wealth - A Trust Corporation

How the Taghash LP Portal Helps Strengthen LP-GP Relationships

One Way a DNA Solution Plays a Role in an Organization’s Big Picture

Reduce fund messaging costs by up to 80% with Nova Enterprise

Vasyl Soloshchuk的更多文章

How Much Does a Vulnerability Cost?

Java or Python in AI?

Why is Java an exploiter language?

Tools Worth Reviewing When Building ETL Solutions

Grow your business with LaaS/LOS

How Kubernetes has become the go-to technology and why you must use it to create financial applications

How to save time and stay safe creating as many API integrations as your business needs

Tips on how to integrate APIs fast but with reasonable level of security

Top 15 Fintech Executives about Double Hit of Coronavirus plus Market Recession

American Dream Shake-Up?—?A Growing Number of Mainstream Citizens Need Financial Advice

社区洞察

其他会员也浏览了

What will happen for Financial Asset Tokenisation to become mainstream?

Funding and M&A report for January 2023 in Wealth and Asset Management segments

Deals and Funding in Wealth, Asset Management and Banking Technology March 27th to April 1st

How Nancy Analyticks Uses the BEAST Cost Model to Drive Conversations with Portfolio Managers

Whose World Is This?

The long demise of NAS

Market Recap | Corporate Actions | BPI Wealth Management to BPI Wealth - A Trust Corporation

How the Taghash LP Portal Helps Strengthen LP-GP Relationships

One Way a DNA Solution Plays a Role in an Organization’s Big Picture

Reduce fund messaging costs by up to 80% with Nova Enterprise