Vestio is an effective portfolio management software that takes the complexity out of creating and managing different allocation models and portfolios, regardless of their size or scope. Additionally, Vestio has an engraved rebalancing mechanism that automates the firm’s investment management strategies according to each portfolio’s unique approach. The tax-sensitive rebalancing engine allows management of portfolios using sophisticated target models. Allowing users to monitor drift rates from model targets, make tactical trades and execute them directly with brokers via the internal order management system. Overall, Vestio seeks to empower wealth managers to fine-tune their investment strategy to make value-creating investments.