Universal Rebalancer & Trading
Automate portfolio rebalancing, optimize trading decisions, and execute at scale with a highly configurable platform built for RIAs, wealth managers, and investment firms.
Everything You Need to Rebalance and Trade with Confidence
Universal Rebalancer helps investment teams manage portfolio drift, tax-sensitive trading, household relationships, and trade execution through a single, integrated workflow.
Tax-Aware Rebalancing
Minimize tax impact through gain/loss management, lot-level optimization, and configurable tax constraints.
Household-Level Management
Apply investment decisions across households while preserving account-specific requirements and objectives.
Model Portfolio Management
Maintain consistency through flexible model structures, drift monitoring, and automated rebalancing recommendations.
Multi-Custodian Trading
Generate and execute trades across multiple custodians through a unified trading workflow.
Custom Rules & Constraints
Configure investment rules, restrictions, compliance requirements, and trading logic to align with your firm's strategy.
Trade Review & Compliance
Review recommendations, approve trades, and maintain a complete audit trail from decision to execution.
Up and Running in Weeks, Not Months
Our onboarding specialists guide every stage of deployment, helping your team accelerate adoption while minimizing disruption.
Connect Your Custodians
Integrate custodians, portfolio accounting systems, and data providers through a structured onboarding process.
Configure Your Investment Rules
Set up models, tax preferences, drift thresholds, household structures, and compliance controls.
Execute Your First Rebalance
Validate recommendations, approve trades, and launch your first automated rebalancing cycle with expert support.
Drift Detection That Drives Action
Most rebalancing systems stop at alerts.
Universal Rebalancer continuously monitors portfolio drift, evaluates tax implications, applies investment constraints, and generates trade recommendations ready for review and execution.
Works with the Technology You Already Use
Universal Rebalancer integrates with leading custodians, portfolio accounting platforms, CRM systems, and advisor technology solutions.
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"Urebal Hub is a game changer for our firm. The automation alone saved us 20+ hours per week, and the reporting quality has significantly improved our client conversations."
See Universal Rebalancer in Action
Discover how leading RIAs and wealth management firms automate portfolio management, streamline trading workflows, and scale operations with confidence.