All-new product launch: EXANTE Allocator

We’ve just launched a new tool designed to simplify portfolio management for asset managers. 

Allocator allows asset managers to create and replicate a specific investment strategy across multiple client accounts simultaneously. Instead of managing each client individually, Allocator empowers you to build a portfolio and apply it to multiple clients.

Explore Allocator Now

More accurate and much quicker than manually managing identical strategies across multiple accounts, Allocator ensures consistency and precision across all accounts in a specific set.

• Create portfolios with up to 20 assets, using percentage-based target allocation or specific quantities.
• Update your strategy for every linked account by adjusting your asset allocation.
• Deploy the same portfolio across multiple accounts through a unified execution workflow.
• Create and save an unlimited number of draft portfolios.

You’ll find Allocator in the left-side toolbar in your EXANTE desktop platform.

For more details on how to use the module, read a dedicated FAQ article.