“Synetec’s automated solution significantly reduced the time and effort needed to rebalance our portfolios, streamlining a previously manual process.”
Due to price fluctuations and changes to assets under management, it was often necessary for our client to rebalance their funds’ portfolios and managed accounts. This was a time consuming task that could benefit from automation.
Synetec produced and Excel Spreadsheet based solution that analysed each fund, rebalanced and produced a list of resultant trades.
Time taken to rebalance the funds was greatly reduced.
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