Advanced features
Control, clarity, and speed for every rebalance
Drift-aware precision
Track drift at household, account, and sleeve levels. Set thresholds, cash buffers, and guardrails, and preview trades, tax impact, and tracking error before committing.
Policy automation and scheduling
Enforce rebalancing calendars, tax budgets, and restriction lists automatically. Respect model hierarchies, ESG exclusions, and wash-sale rules with zero manual steps.
Tax-smart execution and audit
Optimize lot selection and tax-loss harvesting while minimizing turnover and slippage. Produce a complete audit trail and export to OMS or custodians in one click.
Simple Pricing
Flexible pricing to match any budget or team size.
Starting at
14-day free trial on Pro and Advisor. Cancel anytime.
Plans at a glance
- Starter — $0/mo: 1 portfolio, basic rebalancing, weekly drift alerts, CSV trade export, email support.
- Pro — $49/mo (or $39/mo billed annually): Unlimited portfolios, AI-driven drift detection, one-click rebalances, tax-loss harvesting (wash-sale aware), model portfolios, automated cash flows, performance and tax reports, priority support.
- Advisor — from $199/mo: Multi-client management, role-based approvals, compliance-ready reporting, client portal (white-label), CRM/custodial integrations, team collaboration, SLAs.
- Enterprise — Custom: SSO/SAML, audit logs, custom workflows and APIs, dedicated success manager, security reviews, 99.9% uptime SLA, data residency options.
Frequently asked questions
Ready to rebalance smarter?
Connect your accounts, set your targets, and let RebalanceIQ handle the rest. Fast setup, clear controls, measurable results.