Boston, January 31, 2017 – Portfolio rebalancing systems are evolving to expand solution scope—through development, acquisition, or third-party partnerships—and several solution roadmaps prioritize enhanced trade execution capabilities to provide registered investment advisors greater flexibility in direct market access and trading. Meanwhile, rebalancing systems are serving as underlying engines to the robo-advisor platforms participating in the industry disruption. The vendors are challenged to keep commoditization at bay and capture new business opportunities.
This report looks at stand-alone rebalancing systems serving the independent RIA market and at key vendor solution capabilities and usage. Based on Aite Group interviews with strategy staff, product managers, implementation representatives, and sales managers among nine vendors primarily serving the North American wealth management sector, it profiles and compares rebalancing solutions from Advisor Software, Blaze Portfolio Systems, BondIT Global, Charles River Development, Envestnet Tamarac, Linedata, Morningstar, RedBlack Software, and TradeWarrior.
This 30-page Impact Note contains three figures and nine tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.
This report also mentions AssetMark, CGI, Fiserv, FIS SunGard, FolioDynamix, IRESS Market Technology, MyVest, NeoXam, Orion, Pershing, Profiles Software, SEI Investments, SS&C Advent, TD Ameritrade, and Wilshire Funds Management.