MULTI-PLATFORM MODEL PORTFOLIO AUTOMATION FOR DFMs
Consistent, auditable rebalancing across multiple investment platforms
Tikker’s Portfolio Rebalance Manager automates model portfolio maintenance and rebalancing - one of the most frequent and operationally challenging processes in wealth management.
Designed to support Consumer Duty by enabling consistent, concurrent implementation of model portfolio decisions across all platforms.
Book a demo
MULTI-PLATFORM MODEL PORTFOLIO AUTOMATION FOR DFMs
Consistent, auditable rebalancing across multiple investment platforms
Tikker’s Portfolio Rebalance Manager automates model portfolio maintenance and rebalancing - one of the most frequent and operationally challenging processes in wealth management.
Designed to support Consumer Duty by enabling consistent, concurrent implementation of model portfolio decisions across all platforms.
Book a demo
MULTI-PLATFORM MODEL PORTFOLIO AUTOMATION FOR DFMs
Consistent, auditable rebalancing across multiple investment platforms
Tikker’s Portfolio Rebalance Manager automates model portfolio maintenance and rebalancing - one of the most frequent and operationally challenging processes in wealth management.
Designed to support Consumer Duty by enabling consistent, concurrent implementation of model portfolio decisions across all platforms.
Book a demo
The Operational Challenge
Model portfolio rebalancing typically involves:
Model portfolio rebalancing typically involves:
Model portfolio rebalancing typically involves:
Repeated manual updates across multiple platforms
Repeated manual updates across multiple platforms
Tens of thousands of data points per rebalance
Tens of thousands of data points per rebalance
Platform-specific controls and approval processes
Platform-specific controls and approval processes
Limited visibility and inconsistent implementation timing
Limited visibility and inconsistent implementation timing
These all increase operational risk and place strain on governance and compliance functions.
These all increase operational risk and place strain on governance and compliance functions.
The Tikker Solution
Single upload, multiple platforms, concurrent updates.
Single upload, multiple platforms, concurrent updates.
Single upload, multiple platforms, concurrent updates.
Tikker provides a centrally managed, automated workflow
Tikker provides a centrally managed, automated workflow
Tikker provides a centrally managed, automated workflow
Applies model portfolio changes once and deploys them consistently across platforms
Integrates with existing platform infrastructure without re-engineering
Applies digitally enhanced checks prior to submission
Automatically creates a full audit trail of all activity
Model portfolio automation
Model portfolio automation
Model portfolio automation
Asset allocation updates
Re-weighting and model changes
Multi-platform deployment from a single workflow
Asset allocation updates
Re-weighting and model changes
Multi-platform deployment from a single workflow
Checks and controls
Checks and controls
Checks and controls
Digitally enhanced validations
Error prevention and exception handling
Segregation of duties
Digitally enhanced validations
Error prevention and exception handling
Segregation of duties
Audit and governance
Audit and governance
Audit and governance
Complete, time-stamped audit trail
Role-based permissions
Support for regulatory reporting and oversight
Complete, time-stamped audit trail
Role-based permissions
Support for regulatory reporting and oversight
Private-cloud deployment
Built to ISO27001 and ISO9001 standards
Secure-by-design architecture
Private-cloud deployment
Built to ISO27001 and ISO9001 standards
Secure-by-design architecture
Security
Security
Security
The results
What changes when rebalancing is automated?
What changes when rebalancing is automated?
What changes when rebalancing is automated?
Reduced operational, regulatory, and market risk
Reduced operational, regulatory, and market risk
Improved consistency
of client outcomes
Improved consistency
of client outcomes
Improved consistency
of client outcomes
Stronger governance
and auditability
Stronger governance
and auditability
Stronger governance
and auditability
Greater operational efficiency and scalability
Greater operational efficiency and scalability
"Tikker has removed the operational ceiling in terms of how many models we can manage."
"Tikker has removed the operational ceiling in terms of how many models we can manage."
"Tikker has removed the operational ceiling in terms of how many models we can manage."
Darren Fancourt, 7iM
Head of Operations
Remove inefficiency from model portfolio operations.
Remove inefficiency from model portfolio operations.
Remove inefficiency from model portfolio operations.
Talk to us about how we can help streamline your rebalance process.
Talk to us about how we can help streamline your rebalance process.
Book a demo
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