Investments- Rebalancing Software [8]

ASI Portfolio Rebalancing Solution
Advisor Software, Inc.
http://advisorsoftware.com/
asi_sales@advisorsoftware.com
925-299-7782

From ASI website: Advisor Software’s solutions provide an intelligent workflow that is geared around industry leading wealth management and investment planning strategies. Built upon these strategies, our applications help advisors better demonstrate the benefits of selected investment products and diversification strategies. As a result, independent RIAs can shorten the sales cycle, convert more prospects into clients and deliver a consistent level of quality advice.

Atom Align
Blaze Portfolios
www.blazeportfolio.com
Email: info@blazeportfolio.com
888-987-7999

eAllocator
www.eallocator.net/
Email: joel@eAllocator.net
800-557-9380

From eA website: eALLOCATOR was developed by Joel Javer, CLU, CFP®,
a principal of Sharkey, Howes & Javer. Joel has been advising
clients and re-balancing their portfolios since 1985.

iRebal
ThinkTech, Inc. (a TD Ameritrade company)
www.irebal.com
Email: iRebalSales@tdameritrade.com
858-458-8043 or 858-458-8033

Rebalance Express (RedBlack)
RedBlack Software, LLC
http://www.redblacksoftware.com/
617-874-2620

Tamarac
www.tamaracinc.com/Software-Portfolio-Rebalancing-Trading.asp
866-525-8811

Total Rebalance Expert (TRX)
www.trxpert.com
Email: info@trxpert.com
619-294-4879

Portfolio rebalancing software for firms using Schwab Portfolio Center.

Trade Warrior
Nine Mile Software, Inc.
www.ninemilesoftware.com/

From NMS website: TradeWarrior is portfolio rebalancing software for independent financial advisors. Our approach to our software is to simplify your life and ours. With this in mind, TradeWarrior provides financial advisors with a thoughtful balance of functionality and price. TradeWarrior is built with the most powerful and current software technology, and will be available as both a FinFolio plugin and as a stand-alone rebalancing engine, supporting most major portfolio management systems.