Research Report

The Importance of Automating Rebalancing

A report by CEB TowerGroup (May 2012)

Financial advisors, more than ever, are expected to be full service counselors to their clients. Portfolio rebalancing has become an important and necessary component of the wealth management process. But rebalancing client portfolios is time-consuming and labor-intensive work that can be filled with errors and inaccurate information. Automating and simplifying the process has become essential to drive revenue growth in the wealth management channel.

Written by Darrin Courtney, Research Director, Wealth Management at CEB TowerGroup and sponsored by Scivantage this report covers new rebalancing technologies to gain a better understanding of how these technologies can be leveraged by financial services institutions to serve the needs of their investors, advisors, and their firm.

Download this complimentary report today and gain valuable insights on how financial institutions are arming their advisors with automated solutions that reduce risk, increase productivity, and enable them to meet the ever-growing demands of their client relationships.

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Darrin Courtney
Research Director, Wealth Management 
CEB TowerGroup

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