Technological innovations in portfolio rebalancing solutions are moving fast and now include useful functionalities that substantially help wealth management teams and compliance professionals.

The audience will learn about recent developments and functionalities in portfolio rebalancing such as automation, modeling, simulation scenarios, daily task mapping, tax optimization, intrinsic compliance and management of UMAs while rebalancing portfolios.

In this webinar replay, that was recorded on Wednesday, September 21 2022, at 11:00 am ET, aims to show participants that the tedious task of portfolio rebalancing can now be done very fast and that recent innovations save a lot of time so that wealth professionals may put more focus on developing their business and support their clients.

Michael Blicker, Senior Product Manager for Portfolio Rebalancing, Croesus

Matthieu Cardinal, Vice-President, Business Development and Strategic Partnerships, Croesus

Need CE credits?

For those who missed the live webinar, the recording is available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from IIROC. CE accreditation is powered by CE Corner.

If you attended the live webinar on Wednesday, September 21, 200 at 11am ET, you will receive an email notification from CE Corner when your CE certificate is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact