The vendors were Total Rebalance Expert, iRebal, Tamarac and TradeWarrior and they discussed the key features of their respective programs as well as the optimum rebalance frequency, support for multi-level models, increasing advisor productivity and options for integration with other system.

FORBES: Choices in Portfolio Rebalancing

Issues to consider include ease of deployment, managing backup and data access, support, security, network complexity, device management, operating system diversity, total cost of ownership and integration of various tablet platforms at the application, mobile device management process and system level.

FORBES: Written by Mitch Cline