Portfolio balancing software for financial advisers

Portfolio balancing software has become a must for financial advisers who want to keep ahead of the game. The number of advisors using this technology has jumped from 39% to 62% in 2015. If you want to keep a competitive edge, you need to keep up with this ever improving technology.

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What is it?

Portfolio management is the art and science of making decisions about investment. It is about determining strengths, weaknesses, opportunities and threats in an effort to maximise a good return. Exchange trade forms (ETFs) come in two formats; passive management and active management. Passive simply tracks a trade index, whereas active management involves a single manager managing a fund’s portfolio and making investment decisions in an attempt to beat the market return.

What does it do?

To keep a client’s portfolio totally up to date, rebalancing software is crucial. Apart from improving risk management, the software reduces the time the adviser would need to spend making adjustments. It streamlines efficiency, improves the client’s service and means time can be spent on other activities, such as marketing.


There are various types of software available. Back office systems for financial advisers, such as Intelliflo (https://www.intelliflo.com/), are used to manage business operations that are not related to direct sales efforts.

Basic solutions can help balance a portfolio at an account or client level, whereas more advanced solutions are capable of optimising taxes and location at a more granular level, therefore generating the optimum performance.

There is software to help with cash-flow planning, manage communication with clients, and risk analysis tools to pinpoint risk tolerances.

Trying to develop a profitable investment strategy for a client, as well as keeping up with all the latest products, is a time-consuming and difficult task for financial advisers. They have constant stress trying to keep up with market and economic conditions. Along with the volume of products on the market, with their complex names and structures, back office systems for financial advisers will give up to date information and products at their fingertips.

In today’s market, customers can be confused about where their money is best spent; a good financial advisor has to be flexible with services, accommodate them and help them make informed decisions, and balancing software will maximise their competitive edge in an ever growing industry.

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