05 October 2015

Marketware integrates portfolio rebalancing software with accounting systems

23 January 2014  |  1114 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"

Comments: (0)

Comment on this story (membership required)
Log in to receive notifications when someone posts a comment

Related blogs

Create a blog about this story (membership required)

Related company news

Your browser is unable to support Flash files.

Top topics

Most viewed Most shared
More global banks back blockchain collabor...
10434 views comments | 57 tweets | 49 linkedin
Banks face choice to collaborate or compet...
7823 views comments | 41 tweets | 45 linkedin
Iran joins fintech revolution
7800 views comments | 20 tweets | 5 linkedin
Samsung Pay lands in the US
6016 views comments | 25 tweets | 24 linkedin
Worldpay trials facial recognition technol...
5962 views comments | 21 tweets | 38 linkedin

Featured job

to £90K base, double OTE, share options
London, UK

Find your next job