NEW FEATURE: Rebalance Mode
Updated: Oct 1, 2021
I don't think anyone likes doing rebalances. But they're a regular occurrence and something we see a lot of in ProductRex.
We've got a brand new feature to support rebalances and make them significantly faster - Rebalance Mode.
Simply click the % icon under a platform name, and you're able to modify a platform's assets by percentage, rather than a dollar amount. This makes rebalancing an account back into line with its risk profile a breeze.
Check out the video below to see this new feature in action.
Tell us what you think of rebalance mode by clicking here