RebalancerPro | Portfolio Review Software for Advisers
Find allocation drift across client households, prepare adviser-reviewed rebalance narratives, and lead the next client conversation. 7-day free trial.
RebalancerPro
Portfolio review software for independent advisers
Portfolio review software for independent advisers
Find the drift.
Lead the conversation.
Lead the conversation.
RebalancerPro helps independent advisers review allocation drift, prepare a clear client discussion, and retain full control of investment decisions.
No credit card required. No automatic charge. Adviser retains final approval.
How it works
01
Upload compatible holdings data
Import compatible CSV files with security symbols or ISIN identifiers.
02
Identify allocation drift
Compare current weights against your targets and tolerance bands.
03
Prepare the next client conversation
Create an adviser-reviewed narrative draft you can edit, copy, or print.
Adviser remains in control
The software makes the review easier to explain. It does not make the decision for you.
AI-generated material is a reviewable draft. RebalancerPro does not provide investment advice or brokerage execution.
Straightforward pricing
Start with the workflow. Choose a plan when it fits.
Straightforward pricing
Start with the workflow. Choose a plan when it fits.
Annual · Save $700
$3,500 / year
Two months free compared with monthly billing.
Subscribe annually — $3,500/year Community feature
Featured in the Lincoln Park Financial community.
RebalancerPro is featured on the Lincoln Park Financial community page. Explore Lincoln Park Financial’s futures brokerage and trading-platform services.
Visit Lincoln Park Financial Lincoln Park Financial is an independent business. This community feature does not indicate an endorsement, recommendation, brokerage relationship, or product integration with RebalancerPro.
Questions before you start?
Request a walkthrough.
Tell us about your practice and what you would like to explore. Please do not include client financial information in your inquiry.
Contact / request a walkthrough RebalancerPro
RebalancerPro provides analytical and workflow software for investment professionals. It does not provide investment advice, make recommendations to buy or sell securities, execute trades, or act as a registered investment adviser or broker-dealer. AI-generated content is a draft and must be reviewed by the adviser. Advisers remain responsible for investment decisions, recommendations, and client communications.