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.
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