Next-Gen Fixed Income Technology: Batch Rebalance with bondIT

Managing multiple customized fixed income portfolios can be time-consuming and complex, especially when you’re dealing with thousands of accounts. With bondIT’s Batch Rebalance functionality, you can rebalance entire strategies in seconds, even across thousands of client portfolios. This ensures that each account is optimized according to each specific investment strategy or model, by using our unique  Investment Parameters (IPS) functionality. 

bondIT’s powerful technology enables any home office team, trading desk, and even advisors in the field to efficiently handle massive scale rebalances across their entire book of business. Here’s how bondIT’s Batch Rebalance can transform your fixed income portfolio management: 

Key Features of bondIT’s Batch Rebalance: 

• Scale Efficiently: Rebalance thousands of accounts in one batch, optimizing each portfolio in seconds. 

• Tailor Rebalancing Strategies: Configure your dashboard to sort and filter by account attributes, strategies, or IPS, enabling precise and personalized adjustments. 

• Automate with Precision: Leverage our Optimizer to meet all objectives and constraints, ensuring each proposal aligns with your clients’ goals. 

• Streamline Execution: Easily review, adjust, and execute transactions across accounts with minimal clicks, including block orders, making the process faster and more efficient. 

Watch our video to see how quickly you can optimize your entire portfolio using bondIT’s Batch Rebalance technology: 

 

Ready to automate your fixed income? 

Try bondIT today and discover how our next-gen technology can help you scale your fixed income business effortlessly. Contact a member of the bondIT team or simply reply to this email to arrange a trial or demo.