Rebalancer Overview (TAMP)

Rebalancer Overview (TAMP)

NOTE: The following documentation applies to AdvisorEngine TAMP clients only.

The Rebalancer tab of Investment Management calls attention to Target Portfolios that have met the criteria to be flagged for a potential rebalance, allowing you to review the rebalance options and send in the necessary trades. This includes targets that have been applied but never balanced to the target, high or low cash targets, or targets that have fallen past the position drift thresholds.

The rebalancer checks all Target Portfolios nightly and presents suggested trade actions based on this data.

This articles linked below describe the navigation and function of each area of the Rebalancer tab. For specific directions on selecting, queueing, and approving trades, see Rebalancing Accounts.

Rebalancer Sections

The Rebalancer tab is broken up into three sub-tabs with the following basic functions:

  • Accounts to Rebalance: Accounts that have met specific criteria flagging them as needing a rebalance.
  • Pending Approval: Accounts that have been selected in the previous tab and sent to generate trades.
  • History: The results of trades that were previously submitted through the rebalancer.

    • Related Articles

    • Rebalancer: Pending Tab Overview (TAMP)

      NOTE: The following documentation applies to AdvisorEngine TAMP clients only. The Investment Management > Rebalancer > Pending Approval tab shows all recommended trades that have been queued from the Accounts to Rebalance tab, allowing the ...

    • Rebalancer: History Tab Overview (TAMP)

      NOTE: The following documentation applies to AdvisorEngine TAMP clients only. The Investment Management > Rebalancer > History tab displays the results of recommended rebalancing trades set to the trade desk. This allows you to verify completion and ...

    • Rebalancer: Accounts to Rebalance Tab Overview (TAMP)

      NOTE: The following documentation applies to AdvisorEngine TAMP clients only. The primary purpose of the Accounts to Rebalance tab is to give you a view into accounts that have met specific criteria of potentially needing a rebalance, allowing you to ...

    • Investment Management Overview (TAMP)

      NOTE: The following documentation applies to AdvisorEngine TAMP clients only. The Investment Management workspace of AdvisorEngine provides access to a robust series of tools for building and maintaining client target portfolios. The workspace is ...

    • Rebalancing Accounts (TAMP)

      NOTE: The following documentation applies to AdvisorEngine TAMP clients only. This document describes the high level process of rebalancing the accounts to match their Target Portfolios using the Rebalancer function of the Investment Management tab. ...