Household Rebalancing (1)

1
Yes, it can be done. Manage Household Accounts
in seconds, not hours
2
What is UMHA Householder?
Create, maintain and re balance household
accounts using mean variance or model centric
methods Rebalancing investment accounts is the
best way to enhance returns while keeping
portfolios on target to achieve long-term
goals. UMHA Householder allows you to rebalance
up to 50 accounts in a household Ensuring all
accounts within the household re balancing
retain their market value
3
HOUSEHOLDS WITH MIXED ACCOUNTS? UMHA enables
rebalancing for households that contain a mix of
taxable accounts ATTRIBUTE-BASED
RESTRICTIONS Further attribute-based restrictions
can be imposed on individual accounts within the
households SECURITY LEVEL RESTRICTIONS All are
supported i.e. do not buy, do not sell, do not
trade, sell to a min , buy to a max . APPLY
BENCHMARKS A single benchmark (model) can be
assigned to a household.
4
R E B A L A N C I N G H O W D O E S I T W O R
K ?
Rebalancing is a powerful way to ensure a
portfolio doesnt drift too far away from its
targets. Every trade is properly assigned to an
account within the household. Here are just a few
of its capabilities MANAGING BUY LISTS
MANAGING ALPHA LISTS TAX AWARE AND WASH SALES
MULTI-FACTOR MODELS PORTFOLIO TILTING
5
TO SCHEDULE A DEMO OR TALK TO FURTHER CONTACT
SOFTPAK
UNITED STATES ( HQ) 333 BOSTON POST ROADSUDBURY,
MA 01776 USA 1 ( 781 ) 235 - 3500
http//softpak.com/