Scottrade Advisor Services has implemented Advisor Software’s Portfolio Rebalancing Solution.
Financial advisors who rely on Scottrade Advisor Services’ custodial platform can now use ASI’s enterprise-level application to quickly rebalance accounts using multiple customized settings.
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The ASI Portfolio Rebalancing Solution has been fully integrated with and branded under Scottrade Advisor Services’ web-based portfolio management system, providing advisors with a seamless user experience.
The program’s rules-based workflow allows advisors to rebalance single and multiple accounts, as well as entire households, across security types by setting constraints at both the firm and individual account levels.
Advisors can also receive customized reports comparing pre- and post-rebalanced accounts after each rebalancing session.
"The breadth of our Portfolio Rebalancing Solution, including the flexibility to handle multiple rebalancing scenarios and scale for organizations serving thousands of advisors, makes it an ideal offering for financial institutions such as Scottrade Advisor Services," said Neal Ringquist, President of ASI.
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Advisors working with Scottrade Advisor Services can use the ASI Portfolio Rebalancing Solution to:
- Access a wide range of institutional-caliber diagnostic tools — such as risk/return analysis, style/region/sector exposure analysis, Monte Carlo simulation and security overlap analysis — to evaluate asset allocations and portfolios.
- Rebalance single or multiple accounts from the same household to an asset allocation or model portfolio target.
- Rebalance individual accounts in a household against different models.
- Simultaneously rebalance thousands of client accounts to the same model portfolio.
- Create customized account and household proposal reports and trade lists.
