Our Blog

Next step in rebalancing in the AIRS PMS Suite

AIRS modelcontrole 15 740x340

In the AIRS PMS Suite, we introduce a new method that enables an efficient rebalancing process. Professional users can now exclude individual positions in the portfolio or (part of) the cash balance when comparing a client’s portfolio with a model portfolio. This is particularly useful when clients have specific requests regarding their securities portfolio. For example, if a client wishes to reserve part of his assets for a specific purpose, such as the purchase of a holiday home. This value is then excluded and deducted from the client’s portfolio, allowing the professional user to clearly identify the proposed transactions that will complete the rebalancing process. In this way, there are no longer any obstacles to an efficient rebalancing process. 

Subscribe to the Blanco newsletter

Subscribe to receive the latest Blanco news, articles and event invites.

Ask us anything about our solutions or our pricing.

Send your questions instantly by using the chat window below, or use the contact form.
Contact us

Let us talk you through our solutions and pricing, face-to-face.

Book a free online demonstration with one of our team members now.
Book a demo