That’s the future of wealth management and that’s what we’ve built into our portfolio management module at WealthOS. Senior Product Owner Anjana Jayawardena is here to give you a glimpse into the future that’s yours to access today.
What is portfolio rebalance?
A client’s investment holdings, linked to a model portfolio, may change in value due to market price movements, shifting the holdings distribution away from the target percentages defined in the portfolio.
This requires a portfolio manager or a robo-advisor platform to:
regularly evaluate investor accounts and identify which investor accounts have drifted away from the target value;
identify which investments have gone either overweight or underweight for each drifted investor account;
decide which of the investments need to be corrected and by how much;
place buy orders to purchase more units of underweight investments and place sell orders to release units of overweight investments.
