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Excellarate TotalRebal Portfolio Re-balancing Solution

Cloud-based portfolio re-balancing functionality to accompany a portfolio management system.

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Excellarate's TotalRebal is a state-of-the-art financial services solution from Excellarate that provides cloud-based portfolio re-balancing functionality to accompany a portfolio management system.

Get Solutions Brief

Through its streamlined API, the re-balancer takes inputs such as models, accounts, positions and security prices from a portfolio management system and returns the necessary buy/sell trades automatically according to the model’s strategy.

  • Modular Design and Unwanted Complexity
  • Model Management
  • Security Set Maintenance
  • Data Import
  • Trade Output (Creation of Buy/Sell Trades)
  • Trade Rule Maintenance
  • Trade Decision Log

Case Study

A privately held portfolio management solution provider was faced with the challenges of increasing their market share, improving viability of their product offerings, and moving away from a traditional Microsoft stack to a true, cloud-based solution.

Excellarate built a second-generation portfolio management platform ground up on the AWS platform with the following competitive features,

  • Cloud based portfolio, model, and account management
  • Upload or create models online
  • Rebalancer with multi-level control
  • Manual or automatic trade generation
  • Multi-level permission and approval control
  • Access from anywhere
  • Manage from single site
  • Drill down features
  • Single or group processing
  • Preference based rebalancing
  • Robust scalable architecture

Key Highlights

  • Cloud-based, affordable, high-performance platform that provides portfolio rebalancing as a service (RaaS)
  • Automates the rebalance function, eliminating manual and spreadsheet centric labor
  • Leverages a fully integrated REST API using JSON formatted messages to create buy/sell trades automatically according to predefined model strategies
  • Supports model management at model and asset group levels, as well as maintenance of security sets and trade rules
  • Supports customized system settings/preferences at firm and portfolio levels
  • When combined with Excellarate’s portfolio management solution, eliminates the need of having to piece together disparate functions from multiple vendors into a single turn-key solution
  • Alternatively, the rebalancer’s modular design supports the ability to tie in a preferred portfolio management solution

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Jonathan GelhausChief Information Officer, Time Investment

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