Technology Overview

Harness the power of advanced technology to automate your investment process. From order placement and reconciliation to portfolio modeling and rebalancing, account management and reporting–the robust combination of PC- and browser-based technology is designed to support the unique needs of fee-based advisors.

• Rebalance across your entire client base with a single transaction
  
• Get exactly what you want. Use the transaction filter to select only the information you need–including positions, balances, transaction history and prices
  
• Create model portfolios based on investment objectives
  
• Rebalance client portfolios and perform "what if" scenarios on potential rebalancing or reallocation strategies
  
• Seamlessly integrate with most portfolio management systems

We believe you will find that Rydex Financial Services is an efficient solution to the demands of your back office. With the time you save on portfolio modeling and rebalancing, compiling financial reports and managing client accounts, you'll be able to focus more on building client relationships–and building your business.