Performativ's Auto Rebalancing tool supports and assists in providing the required portfolio allocations to maintain target asset allocation, reducing the need for manual calculations and minimizing operational risks while streamlining portfolio management for greater efficiency.
The client segment(s) this feature is aimed towards
Multi Family Offices
Performativ elevates MFO operations, customizing analytics for diverse portfolios and simplifying asset management. Navigate compliance effortlessly, foster trust, and redefine wealth management excellence