What is the Rebalancer?
The SMArtX Rebalancer can automatically monitors accounts for drift, provide a list of accounts to review, and generate the orders to bring portfolios back in line with their target allocations—while minimizing unnecessary trading.
Why Advisors Use the Rebalancer
Reduce manual account monitoring
Scale portfolio management across many accounts
Standardize trading decisions
Identify opportunities automatically (cash, drift, etc.)
What the Rebalancer Evaluates Daily
Each day, SMArtX analyzes accounts and flags those requiring action based on:
First-time rebalance needs
High or low cash levels
Position drift outside tolerance bands
Target updates
Where to Find the Rebalancer
Advisor Homepage → Rebalancer
Key Sections of the Rebalancer
Accounts to Rebalance → Accounts that require review
Pending Approval → Review rebalance batches, edit, approve, and/or cancel trades
History → Track completed and past requests
What Happens Next
When accounts appear in the Rebalancer:
You select which account(s) to trade
The system generates proposed trades
You review, edit, and approve (batches)
SMArtX's trading team will submit orders for execution
You can then review the status of the rebalance in History tab