Models and Rebalancing

Models give you the ability to keep portfolios balanced by setting ideal allocation targets to match your client's investment strategy. This section provides information to help you set up and leverage models in PortfolioCenter.

• Rebalancing Solutions Using PortfolioCenter Models
• Deciding Between Security and Category Based Models
• Creating and Assigning Models
• Schwab Account Rebalancing Utility
• Importing PortfolioCenter Models into Portfolio Rebalancer on Schwab Advisor Center