Portfolio Modeling and Rebalancing

ATWeb would not be a true Enterprise solution if it didn’t consider the front office Portfolio Managers. With Portfolio Modeling and Rebalancing functionality integrated with best in class accounting and administration tools, investment management is Done Right!

Consider the following to create a clear picture of returns and fulfill fiduciary responsibilities:

• Construct your portfolio with flexible yet disciplined models
• Build allocation models by security type or classification
• Outline tolerance thresholds for allocation models
• Define and measure allocation goals of individuals, accounts or groups of each
• Configure time-dependant investment guidance and business rules
• Automated comparisons of target allocation to actual portfolio composition
• Automated identification of positions to liquidate, initiate, or circumstances to change
• Print and send trade execution orders

Accomplish efficiency, create scale and allow the technology to comply with the parameters you define.