With the PM1e Model Portfolio & Rebalancing module, users implement model portfolios based on recommendation lists and restrictions in accordance with the strategy.

Features include the generation of model portfolios and recommendation lists, automatic checks of orders against strategies and restrictions, rebalancing proposals and automatic rebalancing, automatic adjustment of client portfolios to model portfolios, distribution of new liquidity according to investment strategy.

Click here to download the full PM1e Model Portfolio & Rebalancing module data sheet.