TotalRebal

TotalRebal is a state-of-the-art financial services solution that provides basic portfolio re-balancing as a cloud-based service.

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Through its streamlined API, the rebalancer takes input including models, accounts, positions and security prices from a portfolio management system and returns the necessary buy/sell trades automatically according to the model’s strategy.

  • Modular Design and Unwanted Complexity
  • Model Management
  • Security Set Maintenance
  • Data Import
  • Trade Output (Creation of Buy/Sell Trades)
  • Trade Rule Maintenance
  • Trade Decision Log

Key Highlights

  • Cloud-based, affordable, high performance platform that provides portfolio rebalancing as a service (RaaS)
  • Automates the rebalance function, eliminating manual and spreadsheet centric labor
  • When combined with Excellarate’s portfolio management solution, eliminates the need of having to piece together disparate functions from multiple vendors into a single turn-key solution
  • Alternatively, the rebalancer’s modular design supports the ability to tie in a preferred portfolio management solution
  • Integration with portfolio management platform
  • Built on AWS platform using Node.js
  • Fully integrated REST API for integration with any portfolio management system using JSON format for data interchange
  • Supports customized system settings/preferences at firm and portfolio levels
  • Supports model management at model and asset group levels

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