PowerTrade automates the most time-consuming tasks typically associated with rebalancing, allowing you to manage more accounts in less time with greater accuracy. With enhanced productivity, PowerAdvisor users can preserve staff resources that can be better spent on practice building activities such as client care and new business development.
Asset Allocation & Rebalancing
- Optimize administration efforts over multiple clients and accounts.
- Provide single or multiple model assignments for superior modeling flexibility.
- Improve performance consistency and portfolio returns through systematic rebalancing.
Compliance & Report Generation
- Strengthen compliance processes with trading reports and trade tickets.
- Improve oversight and reduce fiduciary risk through continuous monitoring of client assets.
Productivity & Efficiency
- Easy system configuration and minimal set-up requirements.
- Increase trade desk productivity by automating the most time-consuming manual tasks associated with portfolio rebalancing.
- Reduce trading costs by decreasing trade errors.
Trading & Order Execution
- Reduce or eliminate duplicated trades through multiple system cross-reference checks.
- Seamlessly integrate with major custodian trading platforms and data sources such as TD Ameritrade's Veo, Fidelity Advisor Channel and Schwab Institutional.
