Portfolio rebalancing alerts

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Retrieve portfolio valuations

   Daily portfolio data feed triggers workflow and pulls current holdings, values, and allocation percentages for all managed accounts. System compares current allocations against target model portfolios.

   Orion
2. 2

   Action

   Calculate allocation drift percentages

   Analyzes variance between current portfolio weights and target model allocations for each asset class. Calculates percentage drift and identifies accounts requiring attention.

   Orion
3. 3

   Decision

   Evaluate rebalancing thresholds

   Determines if allocation drift exceeds predefined thresholds (typically 5-10% deviation from target). Routes accounts exceeding thresholds to alert generation process.

   Orion
4. 4

   Action

   Assess client risk tolerance

   Cross-references client risk scores and investment objectives to prioritize rebalancing urgency. High-risk clients or those near retirement receive priority alerts.

   RiskalyzeOrion
5. 5

   Action

   Generate advisor alerts

   Creates prioritized task lists and notifications for advisors showing which accounts need rebalancing. Includes suggested trades and projected portfolio improvements.

   Redtail CRMOrion
6. 6

   Action

   Update client records

   Documents rebalancing recommendations in client files and schedules follow-up activities. Creates audit trail for compliance monitoring.

   Redtail CRMSalesforce Financial Cloud
7. 7

   Output

   Deliver rebalancing dashboard

   Provides advisors with comprehensive dashboard showing all accounts requiring rebalancing, priority levels, and recommended actions. Enables efficient portfolio management across entire client base.

   OrionRedtail CRM

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