Feature highlights
Rebalance with speed, clarity, and control
Always‑On Drift Guardrails
Continuously monitors Drift against Target Allocation across households and sleeves. Auto‑queues rebalances when thresholds are breached, with schedules and blackout windows.
What‑If + Explainability
Preview allocation, taxes, and tracking error before trading. See lot‑level choices and rationale with audit‑ready logs for every rebalance decision.
One‑Click, Tax‑Aware Trade Lists
Generate optimized, tax‑aware trades with smart lot selection and netting. Export multi‑custodian trade lists in seconds—fewer tickets, less drift, better outcomes.
Simple Pricing
Flexible pricing to match any budget or team size.
Starting at
$49/mo
14-day free trial. No credit card required.
What’s included
- Connect major brokerages; aggregate multiple accounts and households
- Real-time drift monitoring with intelligent guardrails
- One-click, tax-aware rebalancing that minimizes trades and costs
- Automated tax-loss harvesting with wash-sale avoidance
- Pre-trade tax impact estimates and after-tax return projections
- Asset location optimization across taxable and retirement accounts
- Model portfolios, custom targets, and tolerance bands
- Scheduled and threshold-based rebalancing with blackout windows
- Scenario testing and what-if simulations
- Audit-ready activity logs and exportable reports
- CSV import/export and API access for workflows and integrations
- Email and in-app support
Frequently asked questions
Put rebalancing on autopilot
Keep every portfolio on target, reduce tax drag, and win back hours each week—without spreadsheets or fire drills.