Advanced controls for intelligent, tax‑aware rebalancing
Policy‑driven features that scale with you
Drift & Band Monitoring
Continuously tracks portfolio drift against your target model and custom bands; triggers review when materiality thresholds are breached.
Tax‑Aware Trade Optimizer
Lot‑level selection that respects wash‑sale rules and gain budgets, prioritizes tax‑loss harvesting, and minimizes short‑term gains.
Smart Cadence & Windows
Schedule rebalances by segment, set trade windows and blackout periods, and align actions to cash flows to reduce unnecessary turnover.
What‑If & Impact Preview
Simulate proposed trades and see tracking error, realized gains, tax impact, and fees before you approve.
One‑Click Orders & Custodian Sync
Generate compliant orders, route to your custodian, and auto‑reconcile fills for clean audit trails.
Simple Pricing
Flexible pricing to match any budget or team size.
Starting at
What I need
- 1) What is RebalanceIQ in one sentence? (e.g., AI portfolio rebalancing for advisors/DIY investors)
- 2) Primary audience? (Retail investors, RIAs, family offices, fintechs)
- 3) Pricing model preference? (per seat, per account, AUM bps, usage-based, or hybrid)
- 4) Top 3 value propositions to emphasize
- 5) Free trial or freemium? Trial length?
- 6) Billing options and currency (monthly/annual, USD/other)
- 7) Number of tiers and any must-have features per tier
- 8) Any compliance/integration requirements to highlight (e.g., tax-loss harvesting, custody/broker integrations, audit logs)
Frequently asked questions
Ready to rebalance smarter?
Set guardrails once. RebalanceIQ keeps portfolios aligned, harvests losses, and produces auditable trades in minutes—across every client and custodian.