Delivering portfolio personalization at scale
Risk-averse times demand more personalization.
Today, advisors are held to a higher standard. With time and resource constraints, scaling advice is already a challenge for wealth managers; hyper-personalization at scale could seem unattainable to many. But portfolio rebalancing and trading that is personalized, precise and scalable can change the game for advisors looking to reach new client segments and grow their businesses.
With increased alternative and thematic investments and the call for more personalization adding to model and process complexity, an advanced rebalancing software can reduce friction and free up more time to spend with clients. After all, many client-centric tasks are back-office in nature, and significant efficiency improvements are possible with better technology. Digitalizing high-volume manual processes, like rebalancing and trading, can reduce costs and errors while freeing advisors to work on higher-value tasks and client-facing activities. Instead of weeks or months, rebalancing in a digital environment takes hours or minutes—allowing advisors to respond more to their clients’ needs.
Firms have the option to keep some core functions in-house and outsource others. But when it comes to rebalancing and trading, options vary widely in their ability to personalize at scale across accounts and households while supporting the needs of diverse sets of clients. Firms relying on basic trading and rebalancing applications as part of all-in-one or custodian platforms may find themselves quickly outgrowing them as the demand for more customization, complexity, and scale increases. Advanced and flexible rebalancing technology can help advisors make customizable portfolios available to more customers seeking tax efficiency, diversification, personalization, and values-based investing while enabling firms to expand their capabilities to service more clients.
Advanced and flexible rebalancing technology can help advisors make customizable portfolios available to more customers seeking tax efficiency, diversification, personalization, and values-based investing while enabling firms to expand their capabilities to service more clients. intelliflo redblack, our market-leading rebalancing and trading solution, makes it efficient and simple to rebalance accounts and households to model considering cash requirements, legacy positions, tax considerations, and more while executing directed trades.