31 October 2014

Marketware integrates portfolio rebalancing software with accounting systems

23 January 2014  |  1003 views  |  0 Source: Marketware International

Marketware International (MWI), a leading company providing business and technology solutions for web-based trading and Rebalancing Solution for Advisors and Wealth Management firms announced that it is uniquely positioned to introduce its value proposition to Solution Providers who are servicing the RIA community and offices with its new version of the Rebalancing solution named "RebalNow".

The web-based offering can be easily integrated into any portfolio management systems and is modular; enabling both solution providers and advisors.

RebalNow is one of the leading customizable portfolio rebalancing software on the market today.

"The solution integrates well with backend portfolio and order management systems enabling straight-through processing. The software also allows for a range of asset categorization levels, Tax harvesting, blended models, etc." says Jose Pierre CEO of Marketware International

"Our objective for the Rebalancing application, says Jose Pierre, is to "help advisors reduce the time spent on rebalancing activities so that they can spend more time servicing their clients. To achieve this goal; we are partnering with other firms in the space and intend to create in some instances an "advisor solutions cooperative" by leveraging best of breed partner services and platforms, which will enable their clients and ours to scale in greater levels of efficiency"

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