"In the world of rebalancing software, iRebal has long been considered the Rolls Royce." Investment News, March 10, 2008
iRebal, the Intelligent Rebalancer, is a rules-based application that automates the generation of trade tickets for multiple account (family-level) portfolio rebalancing, cash management and tax loss harvesting.
Some benefits of iRebal:
Automate back-office operations
Retain electronic audit trails to assist with regulatory audits
Provide company-wide consistency and operational efficiency
Potential to increase client returns by leveraging iRebal research, including tolerance bands and “look frequently”™ rebalancing
Leverage industry best practices incorporated into the product
