Apex Fintech Solutions Logo

Apex Rebalancer

Simplify and automate the process of giving your full book of client accounts the customized, sophisticated investment strategies that they want. Just set the thresholds based on pre-defined upper and lower bounds to see all accounts that are out of desired thresholds and accept proposed trades.

Less operational effort, more tailored investing at scale

With Apex Rebalancer’s automation workflows, you can help clients get personalized treatment without a heavy operational burden. Then use our real-time rebalancing to handle tens of thousands of accounts at once.

  • Model management
  • Trading thresholds
  • Tax loss harvesting
  • Direct Indexing
  • Model Marketplace

Simplify with model manager and trading thresholds

  • Create and edit your own models, with built-in triggers for rebalancing
  • Nest models into each other
  • Allocate based on specific investor or tax profiles
  • Set thresholds based on pre-defined upper and lower bounds, down to the individual security level
  • Use your dashboard to view all accounts that are out of desired thresholds and accept proposed trades

Fine-tune with Direct Indexing

Get personalized direct indexing with tax loss harvesting capabilities, enabling screening for ESG, tax optimization, and other investment preferences.

Outsource the heaviest lift

  • Connect more quickly with APIs to construct the tech stack that works for you
  • Use your existing UI, or plug into our prebuilt interface
  • Get the rebalancer that’s not tied to one custodian so you can offer clients choices
  • Provide clients the feel of customized rebalancing without the extra work
placeholder Apex Library Apex Library
placeholder Apex Library Apex Library
placeholder Apex Library Apex Library