TechRules - Rebalancing
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Tower Rebalancing by TechRules provides a technology-driven solution for financial advisors to efficiently rebalance client portfolios based on individual preferences and risk profiles. This system industrializes the asset allocation process while minimizing errors and enhancing productivity, allowing flexible integration options. With over 10 years of experience, TechRules offers a customizable approach to meet each financial entity's specific business rules and client restrictions.
TechRules - Rebalancing
- 1. Rebalancing TechRules, leading integral solutions for financial advice and wealth management In an ever changing market, the process of rebalancing clients’ portfolios to meet their preferences and needs demands a highly valuable time from financial advisors. Also, and from an operational point of view, another challenge regarding business logics arises with rebalancing, which further complicates this process for financial entities. Rebalancing plays an essential role in the financial advisory process, with the aim of aligning the client’s portfolio with a model portfolio designed in accordance with a specific risk profile. By means of an advanced technology, Tower Rebalancing enables the mechanization of this process. It provides an efficient solution to ensure your business' growth under a scalable and controlled approach; throughout either a Tower integrated algorithm or a SOA service with no need for integration. The main objective of Tower Rebalancing is to define an asset allocation within a portfolio, suitable to the client’s profile, while taking into account both the client’s restrictions and the business rules of each financial entity. Tower Rebalancing industrializes the supply of an objective financial advice, without renouncing to the customization of each client’s proposal on an individual basis. Tower Rebalancing benefits Accuracy and mechanization in the portfolio rebalancing Elimination of errors and improvement of global productivity Flexible, valid for either discretional or non discretional portfolio management, as well as massive or individual rebalancing Algorithm containing a wide range of possibilities: multi-currency, multi-asset, client’s preferences and restrictions, business rules, categories definition, etc. Enables integration either via Web Service or through our Tower platform Easy to use, with a minimum training and an operative support TechRules counts with more than 10 years of experience developing rebalancing solutions for customers covering a wide casuistic.
- 2. Diagram of the Rebalancing Process Inputs Adjusted New Portfolio Client's report Rebalancing Algorithm Transactions needed to carry out the adjustments of the portfolio, and detailed explanation as a support for the advisor BBDD, XML, WEB SERVICE Outputs Tower’s Portfolio Rebalancing Tower Rebalancing may be used as part of the full Tower Solution or through independent web services within each client’s IT infrastructure. Moderate Model Portfolio Alternative Investments – Diamonds 50% Europe Stocks 15% Germany Stocks Fixed Income Securities – Corporate bonds 10% europe (long term) European Money Market 15% 10% Tower Rebalancing is a solution that allows the definition of parameters appropriate for each entity, balancing consistent with its business model and specific rules, and minimizing the number of transactions at the same time. Client’s restrictions and preferences: Each client has the possibility of defining an array of restrictions and preferences for investment, which will be taken into account when rebalancing the portfolio to comply with the most demanding expectations. Scenarios simulation (What-If): Tool for the simulation of possible scenarios by rebalancing the client’s portfolio, and displaying personalized adjustments in an easy way for its evaluation. Spain T. (+34) 91 357 39 00 marketing@techrules.com www.techrules.com