Smarter automation, sharper control
Rebalancing that stays on policy
Always-On Drift Guard
Continuously monitors targets and policy bands, triggering right-sized rebalances the moment they’re needed—no manual check-ins.
Tax- and Cost-Aware Execution
Optimizes order sizing, lot selection, and sequencing to minimize taxes and fees while restoring targets and respecting wash-sale rules.
Transparent What-Ifs & Rationale
Preview outcomes before committing, see the driver behind each trade, and trace every change with audit-ready detail.
Simple Pricing
Flexible pricing to match any budget or team size.
Starting at
$199/seat/mo
30‑day free trial • No credit card required
Everything you need to rebalance at scale
- Tax‑aware, threshold and cash‑based rebalancing across accounts and households
- Daily tax‑loss harvesting with wash‑sale avoidance and smart lot selection
- Asset location optimization across taxable and qualified accounts
- Model portfolios, sleeves, and custom drift/lock rules
- Bulk trade generation, order netting, and pre‑trade checks
- Multi‑custodian trade files (Schwab, Fidelity, Pershing, Apex, more)
- Compliance‑ready audit trail, approvals, and exception workflows
- IPS targets, drift monitoring, and real‑time alerts
- Client‑ready summaries and white‑label reports
- Role‑based permissions and activity logs
- API access and webhooks (rate‑limited)
- Priority email/chat support and guided onboarding
Frequently asked questions
Ready to rebalance with confidence?
Connect accounts, set targets and thresholds, and let RebalanceIQ monitor and trade so you don’t have to.