Urebal by SoftPak

Urebal by SoftPak, is a Universal Rebalancer, with an investment modeling and rebalancing tool designed to close the gap between the ease of use associated with rule-driven rebalancing systems and investment risk-based, multi-factor optimizers, offering advisors a truly workable middle ground.

Key Features

• Modeling: Create, edit, and maintain security-based or attribute-based models with up to five levels of nesting.

• Households: Establish a long-term investment strategy for household accounts, up to 15 accounts, managing taxable and non-taxable benefits.

• Technology: Proprietary Pair-Wise Swap Rebalancing ensures the lowest possible trading costs and the maximum possible tax savings.

• Attributes & Restrictions: Manage and rebalance at multiple levels with numerous restriction options.

• Enhanced Features: Global minimum trade sizes, security equivalence, round lot preferences.

Benefits

• Efficiency: Rebalance thousands of accounts in minutes.

• Cost-Effective: Reduction in transaction costs.

• Tax Optimization: Sophisticated tax-aware rebalancing options and advanced gain/loss harvesting.

• Customization: Flexible to set up according to the client's needs.

ROI Stats

• Peak Gain-Loss Offsetting: Achieves the optimal rebalance with combinations powered by a rebalancing algorithm.

• Household Tax Benefits: Manages multiple taxable and nontaxable accounts under one household with automatic setup of location preferences, and up to 15 accounts in total.

• Strategic Tax Lot Ordering: Reduces tax liabilities with an advanced lot-ordering technique, which places long-term trades before short-term ones.