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