New on Fundment: Take control of rebalancing
You now have more control over how clients’ portfolios are rebalanced, including tailoring rebalances and choosing how cash is invested for individuals.
As well as being able to set custom models to ‘fixed’ or ‘drifting’, turn auto-rebalancing on or off for fixed models, and manually re-balance where appropriate, you can also choose between template or natural rebalancing when new money is introduced to the model.
As with previous enhancements, we are giving our users the options and control they need, which is as it should be. Have confidence your models are behaving as you wish, while knowing you have the flexibility to make changes on behalf of individual clients if you need to.
This enhancement is simple to use. On the Adviser Dashboard, when you select ‘Investment strategy’ for any goal you will see the new options for clients with a custom portfolio. In the Investment Manager view, you can find the new options under ‘Settings’.
Please note, if you wish to change the settings for any existing portfolio(s) please contact us at support@fundment.com.
You can take advantage of this change immediately. Simply log in as usual and enjoy greater control over rebalancing.
Should you have any questions or wish to learn more about our rebalancing options, please get in touch with product@fundment.com.
This content is for financial advice professionals only.