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Rebalancing by

Sophistication without the complexity

We’ve built a streamlined interface on top of a market-leading engine, leaving you with a beautifully-designed rebalancing tool that will make your firm easier to operate.

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Key Features

  • Automated Drift Alerts

    Proactively recognize drifted accounts as soon as it happens with email alerts.

  • Drift Dashboard

    Quickly view your most important rebalancing insights from a single location, including drift.

  • High & Low Tolerances

    Reflect your unique trigger sensitivities by setting independent tolerances for upward and downward drift.

  • Equivalences

    Reduce unnecessary trading while still achieving the market exposure you need.

  • Restrictions

    Meet the needs of individual clients while maintaining consistency and automation with security-level customizations.

  • Cash Management

    Simplify raising or investing cash while maintaining your models’ integrity.

  • Custodian Ready Trade Files

    Quickly submit trades with custodian-ready files or easily export recommended trade information.

  • Block Trading

    Increase efficiencies and ensure every client gets the same price when trading the same security across models and across your book.

  • Household-level Rebalancing

    Coordinate all household accounts, including held-away, to automate full service and improve client outcomes.

Institutional sophistication

Thanks to an advanced iterative pair-wise swapping algorithm, our technology delivers optimal solutions to the complex challenges presented by multiple accounts or competing priorities that only the most sophisticated technology can accomplish.

For the first time, this technology is available directly to independent advisors

Powered by

Rebalancing by Blueleaf is powered by technology responsible for processing over
$500 Billion in AUM
at some of the world's largest financial institutions.

Industry leading service and support

From prospect to satisfied client, Blueleaf helps you grow and maintain the deep relationships your business relies on.

White-glove Onboarding

Begin leveraging the full power of Rebalancing by Blueleaf right away with our professional onboarding team. They will set up and customize your rebalancing engine based to your needs and have you ready to flawlessly rebalance your first portfolio in no time.

VIP Support

Once you’re up and running, the industry’s most responsive support team will resolve most issues in under 15 minutes. Fast, accurate, and at your service.

Customer Success

In addition to responding to questions, our success team will proactively reach out with personalized consulting. This additional layer of training and support will ensure your team is getting all the value our incredible platform has to offer.

Start for as little as
$295/month*for up to 50 households.

We've priced per household, not per account so you can focus on delivering a comprehensive service to your clients, not making a business decision for every new account.

*Pricing based on annual contract.

Sophisticated rebalancing, easy to use and implement, fairly priced.

Don’t wait a second longer to make your practice better, easier to run and more profitable.

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