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Algorithm handles rebalancing

Consilium Platform has launched the first stage of its rebalancing algorithm.

Friday, September 29th 2017, 11:20AM

This automated algorithm allows client portfolios to be managed more cost-effectively, while ensuring they remain consistent with the overall risk parameters discussed and agreed in the client’s investment plan.

Consilium managing director Scott Alman, said: “This project has been in the pipeline for some time and it is very exciting to finally have it come to fruition.”

He said the algorithm should help advisers to spend more time on the higher value interactions with their clients, rather than portfolio administration.

Consilium has added more than $1 billion of assets to Consilium Platform in the last 12 months and now works closely with advisory practices around New Zealand, with collective assets in excess of $2 billion.

Tags: Consilium

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