Signet Financial Management scales advanced rebalancing and client portfolio customization with intelliflo redblack

The challenge

As Signet’s business steadily expanded across different types of clients, accounts, strategies and asset classes, its bundled rebalancing tool was unable to keep up with the increased complexity and shifting client demands. In addition, hosting and managing software on-premise became expensive and time-consuming to support growth.

Signet recognized the need to enhance portfolio customization to meet clients’ specific preferences, restrictions and target strategies.

With householding becoming a key requirement, the firm needed to be able to trade accounts as one account, perform tax-loss harvesting en masse, and distribute all assets to deliver clients’ trading and tax efficiencies.

Download the full case study to see how Signet met increasing client demands with intelliflo redblack.