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Wealth Management Solutions

Marketware launches model management and rebalancing system


Marketware International (MWI), a leading company providing business and technology solutions for web-based trading has today announced that it is releasing a new Model Management and Rebalancing Solution for Advisors and Wealth Management firms.

  • Can be delivered as a cloud solution or, as a fully hosted solution installed at client premises. WEB based User Interface (UI).
  • Mobile Devices Aware and responsive; A simplified version can be created and installed for the investors as a self-serve rebalancing solution.
  • Unique Matrix; multi step algorithm, executes all the steps for all selected accounts at once (vs. account by account) – very fast speed with linear calculation complexity
  • Easy integration with Portfolio Accounting, Security Master, Pricing through adapters. Allows multiple integration methods DB level, web service based, etc.
  • Permits the creation of Blended Models
  • Tracks the model vs. associated benchmarks. Multiple Security Type Support (e.g. Equities/ETFs, Options, Mutual Funds, Alternatives, Fixed Income, Etc.)
  • Works with individual or grouped accounts (i.e. household)
  • Tax optimization using Tax Lots
  • Multiple complex rebalancing types: full, cash raise, taxharvesting, liquidation, cash spend. Easy to create new ones.
  • Flexible Integration to external trading systems, order status updates
  • Multi-Custodial Rebalancing Platform

Marketware continues to maintain a focus on innovation, introduction of new services and Wealth Management solutions for the Financial Services Industry. Marketware's objective is to provide configurable, web based solutions that can be deployed quickly and cost-effectively to the Advisor community and our partners. "We have been primarily in the Retail Online Trading space but are now ready to partner with Advisors and related service providers who are looking for greater efficiency in technology for their wealth management businesses and platforms," said Jose Pierre, CEO of Marketware International.

Marketware services some of the largest banks and brokers in North America and is well recognized globally for its webBrokeebBroker and retail trading solutions.

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