Excellarate TotalRebal Portfolio Re-balancing Solution

Cloud-based portfolio re-balancing functionality to accompany a portfolio management system.

On-Demand Webinar
Watch Recording

Lift-and-shift cloud migration – Hear from AWS experts

AWS Solutions Architects discuss success stories in cloud migration

Play Now
ZipRadio
Podcast

Appian’s Low-Code Platforms – All you need to know

Explore use cases and real-life case studies of Appian’s low-code platform

Play Now
On Demand Webinar
Watch Recording

How to make fixed bid projects thrive in Agile environment?

Product Development expert shares tips to make fix bid projects work in agile

Play Now

Excellarate's TotalRebal is a state-of-the-art financial services solution from Excellarate that provides cloud-based portfolio re-balancing functionality to accompany a portfolio management system.

Get Solutions Brief

Through its streamlined API, the re-balancer takes inputs such as 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

Case Study

A privately held portfolio management solution provider was faced with the challenges of increasing their market share, improving viability of their product offerings, and moving away from a traditional Microsoft stack to a true, cloud-based solution.

Excellarate built a second-generation portfolio management platform ground up on the AWS platform with the following competitive features,

  • Cloud based portfolio, model, and account management
  • Upload or create models online
  • Rebalancer with multi-level control
  • Manual or automatic trade generation
  • Multi-level permission and approval control
  • Access from anywhere
  • Manage from single site
  • Drill down features
  • Single or group processing
  • Preference based rebalancing
  • Robust scalable architecture

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
  • Leverages a fully integrated REST API using JSON formatted messages to create buy/sell trades automatically according to predefined model strategies
  • Supports model management at model and asset group levels, as well as maintenance of security sets and trade rules
  • Supports customized system settings/preferences at firm and portfolio levels
  • 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

Trending Topics

Healthtech

4 Use Cases of Low Code in Healthcare

Low-code tools have revolutionized the way we develop software. These platforms allow you to create custom, scalable and fast solutions without prior programming knowledge. Low-code solutions are tools that decentralize…
Artificial Intelligence

Top 4 Technology Trends for 2022

In this post, we list 4 technology trends from our yearly survey of more than 500 senior technology leaders, decision-makers, and influencers.
Cloud Architectures

The Cloud’s transformative effect in Insurance

In this post, we see how the insurance industry is adoption cloud for being compliant, driving operational excellence and agility.