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.
Proactively recognize drifted accounts as soon as it happens with email alerts.
Quickly view your most important rebalancing insights from a single location, including drift.
Reflect your unique trigger sensitivities by setting independent tolerances for upward and downward drift.
Reduce unnecessary trading while still achieving the market exposure you need.
Meet the needs of individual clients while maintaining consistency and automation with security-level customizations.
Simplify raising or investing cash while maintaining your models’ integrity.
Quickly submit trades with custodian-ready files or easily export recommended trade information.
Increase efficiencies and ensure every client gets the same price when trading the same security across models and across your book.
Coordinate all household accounts, including held-away, to automate full service and improve client outcomes.
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
Rebalancing by Blueleaf is powered by technology responsible for processing over
$500 Billion in AUM
at some of the world's largest financial institutions.
From prospect to satisfied client, Blueleaf helps you grow and maintain the deep relationships your business relies on.
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.
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.
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.