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Allocations drift quietly between reviews, and a client portfolio can sit well outside its target bands for weeks before anyone notices. Have Amy track your books against each client’s policy on a set cadence and flag the accounts that have drifted past threshold, so rebalancing conversations happen on time instead of at the next review.

Copy and send to Amy

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What you get back

  • A weekly list of accounts that have drifted past their allocation bands
  • The client, the drifted asset class or position, and the size of the variance
  • A suggested rebalancing action for each flagged account

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Required integrations

Data room

Email

Tell Amy your drift tolerance once — say, 5% on equities and 3% on fixed income — and it will apply each band per asset class instead of a single blanket threshold.