Rebalancer Pro- Investing Suite
Institutional-grade portfolio tools for individual investors. Track allocation drift, rebalance with precision, stress-test against real market crashes, and manage risk across 16 asset classes — all in one platform.Start free. No credit card required.
Portfolio review software for independent advisers
Review the drift.
Own the explanation.
Review client portfolio drift and prepare the next conversation.
Start 7-Day Free TrialNo card required. No automatic charge. Choose a paid plan separately.
A calmer review cycle
Built for the work between “what changed?” and “how do I explain it?”
No brokerage execution. No automated decisions. A disciplined way to surface drift and prepare your review.
Import compatible holdings
Bring in compatible CSV files with symbols or ISIN identifiers. File compatibility varies and holdings remain reviewable.
See the exceptions
Compare current weights with targets and tolerance bands to focus attention where it belongs.
Draft the narrative
AI Rebalance Narrative creates an adviser-reviewed explanation you can copy or print.
Adviser remains in control
The tool makes the review easier to explain. It does not make the decision for you.
AI Rebalance Narrative
Generate a draft, then review, edit, copy, or print before sharing.
Client portfolio reviews
Named portfolios support household review work; they are not grouped automatically.
CSV & ISIN support
Compatible files may include symbols or ISINs. Exceptions still require review.
No custodian login required
Import compatible custodian or PMS exports without a live account connection. ISIN recognition is limited; review unmatched identifiers.
Straightforward pricing
Choose the rhythm that fits your practice.
Start with seven days at no cost. No card is collected and there is no automatic charge after the trial.
Monthly
$350 / month
Allocation drift review
Rules-based workflow
AI narrative drafts
Annual · Save $700
$3,500 / year
Everything in monthly
Yearly savings of $700
One annual payment
Prefer to look around first? Start 7-Day Free Trial