Features

• Provide consistent portfolio management
• Rebalance portfolios and place trades
• Audit trades automatically
• Eliminate trade errors
• Simplify trading
• Monitor cash balances
• Enables intelligent decision making
• Make household or account level allocations
• Review account activity
• Allows multiple users

Operational Efficiency
eALLOCATOR automatically generates rebalanced trades and audits the trades letting you know if trades were successful.  Eliminates trade errors and enables intelligent decision making.

Flexibility
eALLOCATOR rebalancing will handle soft and hard  closed funds.  When rebalancing across specific models or all models, you can set criteria, e.g. short-term capital gains greater than $150.  In addition to the normal trade, it will provide a list of trades that would violate this criteria and alert.  This built-in screen will then allow the advisor to decide if they want to proceed.

Tax Efficient 
eALLOCATOR  will alert the advisor if rebalancing will generate a short-term redemption fee, short-term capital gain or fund redemption fee.  It will also provide the date upon which these fees expire.

Interfacing with Other Vendors
eALLOCATOR integrates with Portfolio Center and dbCams.  Others will  be added based upon market demand.  In addition, you can use Schwab, TD Ameritrade, Fidelity and Pershing for trading.

Competitive Advantages
Lower priced than competition.
Ease of use.
No complicated algorithms to understand.

Support and Training
We will help each advisor install eALLOCATOR and provide hands-on training until they can fully utilize the product.  On-going support and product updates are included in the annual fee.

Go To Top