Rebalance Express, by RedBlack Software, enables advisors to continuously monitor accounts and households, rebalance and trade in a timely manner, and respond to specific client requests. Eliminate tiny trades, reduce portfolio rebalancing time, create allocation models, and create trade restrictions and equivalents with Rebalance Express.
Integration Features
  • Access critical Veo client data such as account demographic information, balances, positions and transaction history
  • Use real-time quotes from Veo to rebalance accounts individually, as part of a whole, or globally
  • Submit orders directly to Veo for execution
  • Track order fills with live order status updates
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