The Business Challenge

Due to price fluctuations and changes to assets under management, it was often necessary for our client to rebalance their funds’ portfolios and managed accounts. This was a time consuming task that could benefit from automation.

Our Solution

Synetec produced and Excel Spreadsheet based solution that analysed each fund, rebalanced and produced a list of resultant trades.

Results and Benefits

Time taken to rebalance the funds was greatly reduced.