The Zoe Rebalancer is the technology behind a more disciplined, tax-aware portfolio
management process. It empowers advisors to keep clients fully invested in their investment
strategy— without spending hours reviewing portfolios or placing manual trades. Whether
you’re adjusting models, managing inflows and outflows, or seeking tax efficiencies, the Zoe
Rebalancer automates the heavy lifting while keeping you in control.
Why it Matters?
- Stay on Track - Keep portfolios aligned with long-term strategies, using customizable drift thresholds at the asset class, sleeve, and security level.
- Automate Complex Processes - From daily cashering to tax-aware rebalancing, handle it all with one streamlined system.
- Focus on What Matters - Save time and redirect your energy to building deeper client relationships and growing your business efficiently.
The Zoe Advantage
- Fractional Trading Precision: Trade at the dollar level, not just whole shares. Fractional
trading enables precise allocations, better cash utilization, and scalable implementation
across all account sizes. - Tax-Aware by Default: Every rebalance is optimized with tax budgets, gain/loss
thresholds, and client preferences in mind—so clients can build wealth more efficiently. - Drift-Based Portfolio Control: This proactive drift management helps contain tracking
error, ensuring portfolios stay within advisor defined risk tolerances without over trading. - Personalization at Scale: Whether you manage a handful or hundreds of accounts, The
Zoe Rebalancer flexes to your preferences and client specific needs. - Straight Through Trade Processing: Rebalancing is fully integrated with our trading
workflows—no extra systems, no workarounds.
Built For Better Client Outcomes
The Zoe Rebalancer is built for advisors focused on scaling personalized, taxefficient portfolio management for the mass affluent clients. If your clients expect
professional-grade service, the Zoe Rebalancer helps you deliver that institutionalized
experience—at scale