Rebalancing

Automated and/or ad-hoc rebalancing made possible through the platform to automatically generate orders for all linked client accounts.

Prive’s Rebalancing module enables both automated and ad-hoc portfolio rebalancing at scale. Whether triggered by changes in model portfolios, market movements, or client events, the platform dynamically generates trade orders across all linked client accounts—ensuring portfolios stay aligned with their target allocations and risk profiles. Rebalancing logic incorporates constraints such as minimum trade sizes, frozen assets, SAA/TAA tolerances, and tax or product-specific rules. Advisors can preview all proposed trades before execution, simulate the impact of changes, and track order statuses through our integrated order management system. Whether you’re adjusting a single high-net-worth portfolio or rebalancing thousands of discretionary mandates, the module ensures precision, compliance, and straight-through processing—reducing operational effort while delivering timely, data-driven portfolio alignment.