iRebal, the Intelligent Rebalancer, is a rule-based rebalancing application that considers your clients’ tax consequences when showing possible trades that fit your criteria. iRebal is available as a fee-for-service solution to support multiple custodians, or as a web-based version available at no additional cost through Veo® for accounts custodied with TD Ameritrade Institutional.
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"iRebal cuts the time we spend on rebalancing portfolios by more than half, even 75 percent."
WNY Asset Management
iRebal’s highly customizable approach can help you gain consistency and efficiency across your firm’s investment operations, reduce operational costs for trade order management and allow you to spend more time on growing your business at a faster pace—without adding additional back-office staff for trading.
iRebal offers sophisticated capabilities built to accommodate the individual needs of your clients.
*iRebal offers a flexible tax harvesting feature that allows you to set various loss thresholds for taxable accounts, total loss targets for portfolios, and choose a replacement security for each harvested security. Once the thresholds have been set, iRebal identifies eligible losses in taxable accounts, and shows you the securities that fit the criteria that you have defined., Inc.