The TD AMERITRADE Portfolio Rebalancing solution is available to all advisors working with TD AMERITRADE directly through the Veo® platform. This tool streamlines the rebalancing process for advisors, at no additional cost. Use the rebalancing tool to:
- Rebalance at the individual account or household level
- Rebalance to model portfolios or asset class targets
- Create trade lists that import directly into VeoExpress for entry
- Analyze current and proposed portfolios using diagnostic features such as Monte Carlo simulations, efficient frontier charts and style/sector analyses.
- Create, print and save customized client proposals
- Set tolerance bands, cash buffers and security restrictions to customize your rebalancing process
