Models and Balancing

The TrustFort platform includes the Models and Rebalancing Module and this can reduce the advisor’s operational costs and allow them to manage more assets and accounts without increasing operational overheads. The system allows the advisor to create models and also models of models allowing very easy asset allocation across strategies in crafting a customized allocation across client portfolios and yet consolidating the asset management aspects. The rebalancing tool generates trades that are needed to be executed across the custodians. Wherever interfaces are available, the trades are automatically transmitted for execution. It is important to note that this is not a trading system with live connection to markets or exchanges. It is an operational tool for generating the trades required for swapping securities, liquidating positions or rebalancing model portfolios across a large number of accounts very efficiently.