iRebal : testimonials
iRebal has not only reduced the time necessary to rebalance our clients’ portfolios, it has also created more organizational structure and increase our operational quality as well."
- Balasa Dinverno & Foltz LLC , Itasca IL
Kochis Fitz is one of the founding firms for iRebal and has been using iRebal extensively for more than two years. iRebal has allowed us to rebalance and execute transactions more efficiently while substantially reducing human input error in uploading trades to various custodians."
- Kochis Fitz / Aspiriant, San Francisco CA
Incorporating iRebal into our investment process has allowed us to take our service to another level. We can review accounts in a tenth of the time it took previously, including rebalancing at the household level. This has improved our efficiently and helped us pass on cost savings and tax savings to our clients. Utilizing the iRebal system has reduced the processing effort allowing us to focus on the higher level decisions that truly add value to the client."
- Lassus Wherley , New Providence NJ
iRebal gives us the ability to review our clients’ portfolios as frequently as we want. Within minutes I can review every portfolio we managed, including the tax consequences of a trade. Having that capability is an advantage over our competition that is cycling through their clients on a quarterly basis. Additionally, we gained efficiencies in trading, better cash management, and better control over the funds we use. In customizing the software for our firm, iRebal did not meet a problem that it could not solve or work around to our satisfaction."
- Legacy Wealth Management , Memphis TN
We believe that iRebal will be an indispensable tool for us, or any other firm, that is inclined towards utilizing tactical asset allocation in managing client accounts. It will allow us to go from three portfolio traders to one, freeing up our analysts to spend more time on research and investment strategy."
- Pinnacle Advisory Group , Columbia MD
iRebal has provided our firm with tremendous technological leverage for our analysts’ time. The last time we saw such a huge productivity increase was 15 years ago when we started to download our transaction data from custodians instead of manually entering them from paper statements."
- RegentAtlantic Capital LLC , Chatham NJ
iRebal has made growth of our assets under management possible! In addition, by utilizing a program to invest and rebalance our clients’ portfolios, the firm is able to track clients’ cash flow needs, ensure that the optimal funds are selected (municipal versus taxable bond), and eliminate the alphabetical order of rebalancing.
Although this software is considered expensive to most advisors of our size, we believe the use if iRebal will allow us to grow our client base in an efficient manner and provide our clients with cutting edge portfolio design. Therefore, the technology is priceless to our firm and our clients. iRebal will allow us to grow our client base in an efficient manner and provide our clients with cutting edge portfolio design"
- Rowling, Dowld & Associates LLP , San Diego CA
iRebal is revolutionary! It provides us with the ability to effectively and efficiently manage our entire asset management strategy for the benefit of all our clients. iRebal also helps eliminate the painstaking drudgery of manual rebalancing. Of critical importance is the fact that IRebal is not only customized to deliver our way of thinking, but to deliver it better and without compromise.
- RTD Financial Advisors, Philadelphia PA
For Savant, iRebal is an integral part of our plan for growth. With the business growing 35% per year, the manual trading process has become unmanageable. We see iRebal as a tool to automate the process and provide a more consistent dependable result. While iRebal is not yet fully operat8ional, the benefits of using this tool are already very evident.
- Savant Capital Management, Rockford IL
iRebal is a catalyst for a paradigm shift in our firm, and productively touch many investment-related processes. We have leveraged investment expertise and are more consistent across clients. It provides quality control thru more visibility the attention we give individual clients. The time savings have been considerable, and reduced chances of errors in the investment implementation process. It has encouraged us to expand our investment-only client base which we can do very cost-effectively.
- Summit Financial Strategies, Inc., Columbus OH
Disclaimer: The testimonials above may not be representative of the experience of other clients, is not indicative of future performance or success. Clients have not received compensation for their testimonial.
