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.

Read the Fact Sheet

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

Customize your capabilities

Rebalancer dashboard

Save time with a filtered view that lets you see which accounts need rebalancing so you can propose trades more efficiently.

Trade explanations

Get detailed explanations with an audit trail for why each transaction is (or is not) proposed, including single securities and fractional shares.

Goals-based investing

Use time-based or risk-based glide path automation. Use our platform or plug into our API to assign accounts to goals, including multiple accounts for a single goal.

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

Tap into our Model Marketplace

Access a broad library of models from professional asset managers, allowing advisors to select models that align with their clients’ objectives and helping save time on portfolio construction.

Fine-tune with Direct Indexing

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

Choose standalone or integration with Apex Ascend™

Embed Apex Rebalancer into your existing workstation with multiple clearing firms, even if Apex isn’t one of them

Standalone or as part of combined offering through our cloud-native platform, Apex Ascend
Via API or front-end platform
Featuring your brand, not ours

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