Automatic rebalancing

Your clients' portfolio will be periodically verified and aligned against your selected model asset allocation. Any differences in terms of the agreed bandwidth (including a margin set by you) will be automatically re-aligned to the desired ratios. This rebalancing takes place at fund level in the portfolios. All the orders will be immediateley carried out in Straight Through Processing mode. They then will be immediateley visible in clients' portfolios on the white-labeled website. There is no administrative burden for you.