On my radar this week is a Schwab Institutional Webcast on the recent enhancements to their Portfolio Rebalancer utility. After viewing an excellent demo of Tamarac on Day 2 of the NAPFA Technology Conferencein Las Vegas, I’m interested in seeing what Schwab is doing to position their own rebalancing and trading tools to streamline trading operations in independent adviser offices.
The webcast will be held this Thursday, November 20 at 4:00PM EST/1:00PST. Unfortunately our company has an all-day offsite staff retreat scheduled for Thursday, so I’m not able to attend the webcast. I’ll look for a link to the webcast archive and post it here if one is available.
It features Heath Batz, senior manager of online trading tools at Schwab Institutional, and Michael Granger, Vice President of Implementation and Client Management at Advisor Software, Inc.
This Webcast is scheduled to cover:
- Exporting and importing models to between other Portfolio Rebalancer users within your firm
- Adding, maintaining and rebalancing accounts held at outside custodians
- Creating a custom security equivalency group, leveraging rules-based equivalencies, and completing a rebalance using those equivalencies.
- Efficient trade file generation by leveraging block trading and trade allocations.
Click the image below to open the registration page to attend the Webcast.
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