The power of intelligent rebalancing

iRebal, the Intelligent Rebalancer, is a rule-based rebalancing application. It automatically considers your clients’ tax consequences when generating trade recommendations. iRebal is available as a fee-for-service solution to support multiple custodians, or as a web-based version available for FREE through Veo® for accounts custodied with TD Ameritrade Institutional.

"iRebal has not only reduced the time necessary to rebalance our clients' portfolios, it has also created more organizational structure and increased our operational quality as well."
Balasa Dinverno & Foltz LLC

Itasca, IL

Highly customizable, iRebal streamlines investment operations such as managing your clients’ liquidity needs and asset allocation. Its top down approach to rebalancing typically reduces the number of trade recommendations, keeping transaction costs to a minimum. Rebalancing can be done across any number of accounts in a household or group. It also saves the trade history of approvals and uploads for audit purposes.

How can iRebal benefit your firm?

iRebal can help you gain consistency and efficiency across your firm's investment operations, reduce operational costs for trade order management and help you grow your business at a faster pace without adding additional back-office staff for trading. With its rebalancing research, iRebal can also contribute to a potential increase in investment returns.

iRebal offers sophisticated capabilities built to increase efficiencies and serve both your needs and your clients. Additional features include:

  • Rebalancing, cash management, and tax loss harvesting.
  • Account types: The family of accounts can include multiple taxable and tax accounts, including 401(k) and annuity accounts that have a restricted set of asset classes to choose from.
  • Security types: iRebal considers the full range of investments from mutual funds, individual stocks, individual bonds, and alternate investments, including hedge funds, private equity, and separately managed accounts.

Tax considerations: iRebal considers individualized tax rates, carry forward losses, business gains/losses and each client's tolerance for realizing gains.

iRebal products and services are property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc.