Advisor Services

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Portfolio Rebalancer

Submitted by Dan.Benson on October 3, 2017

Schwab offers technology solutions to help you automate your rebalancing process and scale your firm for growth. The right solution can free you from time-consuming portfolio maintenance tasks so you can focus on serving clients and building your business.

Portfolio Rebalancer

Portfolio Rebalancer is integrated with Trading Tools to help you streamline your processes and make smarter trading decisions.

  • Rebalance securities, including equities, mutual funds, ETFs, fixed income and cash, using real-time prices on positions.
  • Select batches of accounts, single accounts and even households, with the ability to define households for rebalancing.
  • Construct, import and maintain models for securities-based and target-asset-allocation portfolios
  • Validate and execute trades within the Web Trading Applet

Guidance on Finding the Right Solution for Your Firm

Every firm has unique needs and we want to help you find the rebalancing solution that works best for yours, whether it is Portfolio Rebalancer or another solution from an independent third-party. Let us help you determine your business needs and guide you toward a solution that will fit with your firm and your plans for growth.