Portfolio Management & Rebalancing
Rebalance your accounts in seconds.
The Tekton Portfolio Management & Rebalancing is a SaaS application that allow the creation of multiple customized model portfolios and to deploy or rebalance them at the account or the household level, incredibly reducing the time spent by RIAs and Asset Managers on trade operation and optimizing/saving tax by choosing the best allocation for each asset.
Create model portfolios.
Deploy new cash or rebalance with a click.
Rebalance to the household
Check trade history and executions.
Assess the adherence of your accounts to each model.
Totally integrated with Interactive Brokers.
Tekton PMR expands the features of the IB Trader Workstation, as you can see at the table below.
Tekton PM | TWS |
|---|---|
Feature |
|---|
Create Customized Models Portfolios |
Invest or Rebalance Account to One Model |
Send Limit Orders |
Send Market and/or Limit Orders |
Send Orders Outside Regular Hours |
Keep Versions of Past Models |
Backtest the Models Towards a Benchmark |
Models Tree Map and Sectors Map |
Create Account Groups (Household) |
Consolidate the Summary and Portfolio of a Group (Household) |
Check the Adherence of An Account or Group to One or Many Models Simultaneously |
Deploy New Cash to Account or Household Level |
Deploy New Cash to Two or More Models Simultaneously |
Rebalance to the Account or Household Level |
Rebalance to Two or More Models Simultaneously |
Save Taxes by Smart Allocating or Re-allocating Assets |
Prioritize Accounts for Rebalancing or Deploying |
History of All Model Rebalancements and/or Deployments |
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Create your models
With Tekton PMR you will be able to create customized model portfolios of securities and specify their target allocations. You´ll also be able to check your model´s performance against a benchmark.
Rebalance your accounts to the household level
Check the adherence of your accounts to the models and manually trigger a rebalance. You can also create groups of accounts and do all the analysis and rebalance to the household level prioritizing accounts to be allocated first or re-allocating assets to save taxes.
Analyze
Assess your models sector exposures and define their exposure boundaries.
Tekton PMR also allows you to combine one or more portfolios in a single account so that you can expose it to different strategies and risks.
Update model versions based on market move
Tekton understand that model portfolios are dynamic and change in time as the market evolves, thus you can keep track of your changes and use the latest version of your models.