MODULE: MODEL >
Model™, WealthManager ’s portfolio modelling solution, allows users to easily manage multiple portfolio models against a large number of accounts.
Model compares the client’s holdings to their targets, creates portfolio restructuring proposals and what-if analyses, rebalances client portfolios, generates trade lists, and alerts appropriate wealth team members of the firm if a portfolio deviates from the model or if the model itself changes.
Comprehensive what-if analysis and order generation techniques for single security, switching, portfolio rebalancing and more are all possible in Model.
What sets Model apart is its ability to monitor large numbers of portfolios concurrently. If a portfolio has drifted away from its target allocations, the WealthManager can automatically rebalance it
STANDARDIZED MODELS
The WealthManager harnesses your firm’s investment management expertise by capturing investment strategies and easily disseminating firm-wide models to the sales network. Portfolio models allow advisors to bring sophisticated advice to their clients without the cost and overhead associated with completely customized investment analysis.
REBALANCINGPortfolios and accounts can be compared to their models on a regular basis and automatically rebalanced. User-defined tolerances and pre-determined lot sizes can be established.