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Overview
UREBAL provides tax-efficient portfolio rebalancing and modeling tools that help advisors maintain client allocations precisely. It effectively supports complex household management and restrictions. Although it has fewer pre-built model templates, its pair-wise swap technology and integrated trading make it a strong choice for investment management.
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Starting Price
Custom
UREBAL Specifications
Customer Communication Tracking
Email Integration
Customer Segmentation
Customer Service/Support
What Is UREBAL?
UREBAL is a cloud-based portfolio rebalancing platform designed for registered investment advisors and wealth management firms. It combines model creation, tax-aware adjustments, and trade execution into a single system. Advisors benefit from precise allocation control that helps address portfolio drift in volatile markets. The tool handles taxable and non-taxable accounts together, reducing tax impacts through careful trade pairing. Firms can achieve consistent client outcomes with less manual effort, allowing more focus on advisory relationships and business growth.
UREBAL Pricing
UREBAL offers customized pricing depending on business needs and required features.
Disclaimer: The pricing is subject to change.
UREBAL Integrations
The vendor has not provided details about third-party integrations for this software.
Who Is UREBAL For?
UREBAL software is ideal for a wide range of industries and sectors, including:
- Wealth management
- Financial advisory
- Investment firms
Is UREBAL Right For You?
Seeking a platform that delivers tax-efficient rebalancing with precise model control? UREBAL bridges simple rules and complex optimization for advisors managing diverse portfolios. It resolves drift issues and high tax burdens in household accounts through proprietary swapping methods. The system supports regulatory compliance with detailed audit trails. It handles growth reliably for expanding firms. Large global investment firms rely on UREBAL technology.
Still not sure if UREBAL is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
UREBAL Features
UREBAL software allows quick creation and editing of security or attribute-based models with nested levels. Advisors can easily set targets and tolerances when importing existing setups. Automatic updates keep models up to date with market changes, and drift alerts notify teams promptly. This setup ensures consistent application across portfolios, supporting better alignment and informed adjustments for client goals.
The platform manages multiple taxable and non-taxable accounts for households with location preferences. It coordinates up to fifteen accounts while preserving tax advantages. Selling strategies can balance trades effectively, sleeve support adds flexibility in complex setups, and advisors can maintain long-term strategies efficiently. This approach strengthens tax outcomes and coordinated decision-making across related holdings.
UREBAL features apply constraints at the attribute, security, lot, or account levels. Custom groupings organize rules by sector or class, and advisors enforce client-specific limits precisely. The system respects these constraints during adjustments. Group restrictions enhance model building. Teams can achieve compliant portfolios reliably, improving accuracy in personalized investment oversight.
UREBAL employs proprietary infinitesimal trades to pair swaps for optimal allocation. It minimizes tax consequences and transaction costs. Real-time analysis can identify best pairings, helping advisors reach target weights more safely. The method reduces capital gains exposure and supports cost control and efficient tax management in client accounts.
The tool tracks allocation deviations with proactive alerts, and advisors can receive notifications of tolerance breaches. It compares current weights against targets regularly, and dynamic triggers prompt reviews. Teams can respond to changes promptly, maintain intended risk levels, and aid stable client portfolio performance over time.
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