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TD Ameritrade Comes Out Swinging with iRebal Update

TD Ameritrade Comes Out Swinging with iRebal Update

Posted by on Mar 10, 2014 in Portfolio Management, Software Review

I began this series of articles on portfolio rebalancing software with a panel of four product vendors at last year’s T3 Conference. (see Which Portfolio Rebalancing Software is Right for You?)  One of those products was iRebal and since then I have been looking forward to writing a more in-depth review of it. I recently […]

Adventures in Rebalancing: The Last Frontier

Adventures in Rebalancing: The Last Frontier

Posted by on Jul 24, 2013 in News, Portfolio Management

FA Magazine recently published a good primer on automated solutions for portfolio rebalancing. The article is titled The Last Frontier and was written by James Picerno and it is definitely well-researched. He managed to obtain quotes from industry experts such as Bill Winterberg, Joel Bruckenstein and Michael Kitces, all of whom I have tremendous respect […]

Which Portfolio Rebalancing Software is Right for You?  Smartleaf’s Response

Which Portfolio Rebalancing Software is Right for You? Smartleaf’s Response

Posted by on Mar 20, 2013 in Portfolio Management

I recently posted a summary of the Portfolio Rebalancing Software Panel from the Tools and Technology Today (T3) Conference that took place in Miami back in February 2012. The responses from the four vendors were very informative and I thought it would be interesting to hear from a few other vendors who couldn’t be part […]

Which Portfolio Rebalancing Software is Right for You? FolioDynamix Response

Which Portfolio Rebalancing Software is Right for You? FolioDynamix Response

Posted by on Mar 6, 2013 in Portfolio Management

I recently posted a summary of the Portfolio Rebalancing Software Panel from the Tools and Technology Today (T3) Conference that took place in Miami last month.  The responses from the four vendors were very informative and I thought it would be interesting to hear from a few other vendors who couldn’t be part of the panel. The […]