Irebal Sucks Customer Reviews and Feedback

From Everything.Sucks

iRebal is a stock portfolio analysis software from TD Ameritrade.


Kitces.com says, "One significant gap in iRebal’s workflow is its lack of integration with an account aggregator. The tools does support held away accounts, but only through manual file import. While it does allow advisors to include 401(k) accounts into the rebalancing logic, the manual import step is cumbersome. The platform won’t generate sale orders or recommendations for externally held accounts, unlike tRx that can generate client-ready reports with recommended 401(k) trades. An integration with an account aggregator would be more convenient and a great way for an advisor to demonstrate the value of holistic financial advice to a client."

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