AdvisorPeak’s rebalancing solution enables firms to manage portfolio shifts at scale, while providing the customizable inputs required to ensure each client’s holdings align with their risk tolerance and long-term goals.
Built by a team of industry veterans, AdvisorPeak provides a single solution for identifying portfolios in drift, proposing rebalancing actions for advisor or client review, and executing trade orders. Advisors can route orders directly to custodians either through trade files or FIX connectivity, reducing time to submission and minimizing error risk. AdvisorPeak’s technology features integrated cash management and tax lot harvesting capabilities, optimizing every portfolio action. When integrated with Addepar, advisors have a true end-to-end solution for the entire investment lifecycle, from proposal to execution.