Model portfolio rebalancing - one of the most frequent and critical tasks for DFMs - requires thousands of repetitive, error-prone manual updates across multiple platforms. This creates operational risk, regulatory exposure, a heavy cost burden, and inconsistent client outcomes from a best execution perspective.

Tikker solves this with its Portfolio Rebalance Manager, a SaaS application that leverages intelligent automation to streamline model portfolio rebalance operations within one easy-to-use workflow. Instead of re-entering data manually platform-by-platform, DFMs make changes once, and the system automatically generates accurate, concurrent updates across platforms.

Digitally-enhanced checks, segregation of duties, and a full audit trail ensure regulatory alignment and provide complete traceability.

The result: lower risk, reduced operational strain, and more time for investment operations teams to focus on regulatory readiness and client value.