Investment Portfolio Optimiser

The Problem

Managing portfolios at scale means tracking drift across dozens or hundreds of accounts, each with different mandates, risk tolerances, and tax situations. Doing this manually in spreadsheets or even in basic portfolio tools creates delays. By the time you have run the numbers and checked compliance constraints, market conditions may have shifted. Australian wealth managers also need to account for superannuation rules, franking credits, and CGT discount eligibility, adding layers of complexity to every rebalancing decision.

How It Works

The agent connects to your market data feeds and portfolio management platform. It continuously monitors each portfolio against its target allocation and flags when drift exceeds your defined thresholds. When rebalancing is needed, it generates trade recommendations that account for client-specific constraints: tax lots, wash sale rules, minimum trade sizes, and sector or ESG exclusions. Recommendations are presented for advisor review before any trades execute.

What Changes for Your Team

Advisors stop spending their mornings running rebalancing reports and start spending that time with clients. The agent works with platforms like IRESS and Refinitiv, pulling data from your existing stack. It does not replace investment judgement. It removes the repetitive calculation work that sits between a decision and its execution. If your team is spending more time on spreadsheets than on client strategy, our automated data processing services can help you reclaim that time.