Rebalancing portfolios is a familiar task for paraplanners. Periodically – often after a client’s annual review – we make sure that fund allocations are tweaked so they’re true to original investment goals.

But how does rebalancing work from a platform’s point of view?

In the second episode of a three-part series on life behind the scenes at platforms,  Transact’s national sales manager, Stuart Fleat, walks you through the rebalancing process.

In just four minutes, Stuart explains how a platform calculates and processes sells and buys, how long it takes and how to check tax impacts upfront.

Note

We’ve tested a snazzy bit of tech to do some rebalancing of our own – to the sound for this episode. We’d love to know what you think so, whether you liked it or not, email [email protected] and tell us what you think.

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