The Altruist Rebalancer: Intelligence meets simplicity
The Altruist Rebalancer helps advisors keep client portfolios aligned with their target allocations automatically. Whether an advisor manages hundreds of households or dozens of custom portfolios, the Rebalancer ensures each account stays on track without unnecessary manual effort.
How Rebalancing works
Drift-based (Automated):
- Continuously monitors portfolio drift and market movements.
- Identifies when accounts move outside tolerance bands.
- Proposes trades to bring allocations back to target while minimizing costs and taxes.
- Executes seamlessly across all client accounts.
Event-based (Automated):
- Waits for a defined event—such as a calendar interval (e.g., quarterly, annually) or a specific advisor action (e.g., cash deposit, withdrawal, model change).
- Evaluates portfolios at that event to assess how far allocations have drifted.
- Generates trade proposals only at that moment, rebalancing accounts back to model targets.
- Executes trades once approved, updating all affected accounts together.
It’s automation with intelligence — designed to save time while maintaining precision. But as powerful as automation is, advisors told us they wanted something more: insight into why trades happen and control over when they do.
That feedback led to our next evolution.
Introducing Review & Release
Now with Review & Release, you can preview every proposed trade, see what triggered it, and approve or reject it directly from your dashboard.
Key benefits:
- Transparency: Know what’s changing and why before a single trade executes.
- Tax planning: Preview realized gains and losses in advance.
- Control: Decide which accounts rebalance automatically and which require manual review.
- Efficiency: Approve multiple accounts at once while keeping full oversight.
Review & Release gives advisors the visibility to trade with confidence, and the flexibility to manage accounts their way.
Smarter tools for modern advisors
At Altruist, our mission is to simplify and modernize the advisor experience without compromising on sophistication. The Rebalancer and Review & Release work together to create an environment where you stay in command, understand every action, and deliver exceptional outcomes for your clients.
Learn more about how Altruist is redefining portfolio management for independent advisors.
