botminds.aiRequest a demo

Model Portfolio Rebalancing demo

Agents propose model-driven rebalancing trades within each account's restrictions; PMs approve 1:34

Book a demoExplore the solution

What the demo shows

Agents propose model-driven rebalancing trades within each account's restrictions; PMs approve

A model change opens at the top of the screen, and beneath it the change fans out to every account, grouped by why each must differ: straight through, tax lot adjusted, restricted, outside its policy band, short of cash, each with its count and plain reason, the agents' conversation beside it. The Restriction Reader reads every client document in its own language and keeps each rule tied to its clause; the Rebalance Planner proposes trades; the Tax agent avoids wash sales across the household; the Restriction agent blocks what a client forbade and applies approved substitutes; the Cash agent sizes buys to withdrawals; the Checker re-runs every proposed portfolio on a second model; the Order agent writes each account's rationale. The portfolio manager approves group by group with a reason; a second person releases the order file; only then does the trader see it.

Transcript

  1. Model Portfolio Rebalancing lets portfolio managers take each model change to every account, within each client's rules.
  2. Model portfolios hold $934 billion.
  3. Restrictions still sit in client letters.
  4. Monday's change, sell 2% ArcLight by 2% 2-year Treasuries in 1,240 accounts.
  5. Overnight, agents read every account and group them by Y.
  6. Let's go straight through.
  7. In 87, the tax agent avoids a wash sale.
  8. 25 are restricted. One account's owner works at Arclight.
  9. Each rule cites the client's letter.
  10. A checker reruns every portfolio.
  11. 14 short of cash wait.
  12. Marin approves the rest, group by group.
  13. Only after a second signature does the trader see the orders.
  14. Every restriction cited, every approval signed, every order logged.
  15. The result, every account decided the same day.
  16. Zero restricted trades, zero wash sales.
  17. Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.