Encora's portfolio rebalancing solutions work in unison with the portfolio management system to automate rebalancing tasks and contribute to modernization by shifting away from proprietary technology stacks and towards a cloud-based solution.
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Through its streamlined API, the re-balancer takes inputs such as models, accounts, positions and security prices from a portfolio management system and returns the necessary buy/sell trades automatically according to the model’s strategy. Encora’s Solution Offers:
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Modular Design
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Elimination of Unwanted Complexity
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Model Management
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Security Set Maintenance
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Data Import
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Trade Output (Creation of Buy/Sell Trades)
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Trade Rule Maintenance
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Trade Decision Log
Get a cloud-based, affordable, high-performance platform that provides portfolio rebalancing as a service (RaaS)
Automate the rebalance function, eliminating manual and spreadsheet centric labor
Leverage a fully integrated REST API using JSON formatted messages to create buy/sell trades automatically according to predefined model strategies
Support model management at model and asset group levels, as well as maintenance of security sets and trade rules
When combined with Encora’s portfolio management solution, eliminates the need of having to piece together disparate functions from multiple vendors into a single turn-key solution
Support customized system settings/preferences at firm and portfolio levels
Supports the ability to tie in a preferred portfolio management solution with the rebalancer’s modular design
