Rebalancing Software For RIAs: Vendors, Benefits & Capabilities

Fair evaluation of rebalancing software - which I have used for 2+ years (TRXpert). I agree with his key comments that (1) it is a VERY cost effective to automate an otherwise time consuming process and (2) it creates a powerful compliance statement of how you more fairly + uniformly treat your clients as far as trading +/or maintaining their IPS asset allocation as an ongoing documented process. I now cannot imagine why an advisor would not use this type of software!