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Household Rebalancing

The best create, maintain and rebalance household accounts using mean variance or model centric methods. Get fast, efficient, automated tax-aware rebalancing for household accounts .For more detail visit us website http://softpak.com/householder/

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Household Rebalancing

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  1. Yes, itcanbedone. ManageHouseholdAccountsin seconds, nothours

  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? UMHAenablesrebalancingforhouseholdsthatcontainamix oftaxableaccounts ATTRIBUTE-BASED RESTRICTIONS Furtherattribute-basedrestrictionscanbeimposedonindividual accountswithinthehouseholds SECURITY LEVEL RESTRICTIONS Allaresupportedi.e. donotbuy, donotsell, donottrade, selltoa min %, buytoamax %. APPLY BENCHMARKS Asinglebenchmark (model) canbeassignedtoahousehold.

  4. REBALANCING & HOW DOES IT WORK? Rebalancing is a powerful way to ensure a portfolio doesn’t 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/

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