The EWMS Portfolio Model Rebalancing Module

The Portfolio Model Rebalancing module seamlessly integrates into the EWMS wealth platform and is designed to helps Advisors more effectively manage client portfolios by automatically rebalancing an investor's portfolio - across multiple mutual fund companies - to a target asset allocation. This ensures that portfolio remains aligned to stated objectives.

With the Portfolio Model Rebalancing module integrated into the EWMS wealth platform and its book-of-record, portfolio monitoring becomes much more efficient. The EWMS Portfolio Model Rebalancing module works for advisors by monitoring a portfolio to ensure it contains the right proportion of assets that are in line with the client's target asset allocation. When the rebalancing occurs at a predefined interval (e.g. quarterly or semi-annually), this ensures that all client portfolios have the right mix of assets and are performing in accordance with investment objectives.

EWMS Portfolio Model Rebalancing module provides flexibility to Advisors with options to set the frequency of rebalancing and to exclude certain products from the rebalancing process. What makes it unique is that EWMS Portfolio Model Rebalancing module will rebalance a plan across different mutual fund companies.