Scenarios & Screenshots
The following scenarios and screenshots give a glimpse of the power of Rebalance Express.
Your client calls for $50,000 cash for a down payment, no worries. Rebalance Express generates the cash and rebalances your client’s account instantly.
What about short-term capital gains? Rebalance Express alerts you to the potential tax consequences
before your trade is generated.
Do you want to know when a specific lot is no longer subject to short term capital gains or
when a mutual fund purchase will be out of its early redemption period? Our unique graphical lot representation
shows it at-a-glance. It also provides you with a quick tax estimate for a sale.
Is your Chief Compliance Officer asking for a Client Holdings report?
This and other SEC blotter reports can be generated easily using our rapid report module.
Need to close a position in a once high performing market sector?
Rebalance Express Security Rebalance feature allows you to close out positions across all your
accounts for all custodians. Generate the block order for each custodian and send it. All
in less than a minute.
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