With Portfolio Builder customers can dynamically construct and rebalance portfolios and set alerts to notify users when the risk deviation exceeds acceptable levels. These capabilities result in portfolios that are risk adjusted and helps investors to achieve optimal investment performance.

Key benefits:

1. Optimized investment portfolios resulting in consistent above average returns
2. Lower unit costs for portfolio monitoring and rebalancing achieving more than 1000% productivity gains.
3. Multiple-account rebalancing enables banks and financial institutions to serve the mass retail market effectively.