Get fast, efficient, automated tax-aware rebalancing for household accounts
Most advisors agree that rebalancing investment accounts is the best way to enhance returns while keeping portfolios on target to achieve long-term goals. But rebalancing household accounts has traditionally been labor intensive and time consuming process, creating a barrier to rebalancing in a timely manner. Softpak UMHA Householder allows you to rebalance up to 50 accounts in a household while ensuring all accounts within the household retain their market value.

• Households with mixed accounts
  UMHA enables rebalancing for households that contain a mix of taxable accounts, tax deferred accounts and tax exempt accounts.
• Attribute-based restrictions
  Further attribute-based restrictions can be imposed on individual accounts within the households, i.e. Market Cap or Style or Sectors. New attribute classification can be defined by the users.
• 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 benchmark
  A single benchmark (model) can be assigned to a household. Attribute-based restrictions can be applied to the household or to the benchmark (model); these restrictions can have a target, a min and a max.