PRODUCTS  —  Portfolio Rebalancing

We have seen consistent and predictable interest rates environment, and low volatility. The bull market that lasted for 9 years. As a result: concentrated index and sector ETFs positions and exponential growth of the robo-advisors AUM. Fractional share ownership is the new thing on the block.

Can the traditional managers and advisors still deliver the superior value to their clients. How?

Topfin's goal is to provide technological advantage in the investment research area, and to enable automation of the asset allocation, and portfolio rebalancing. Your clients and relationships will benefit.

Current product capabilities are designed for equities, ETFs universe with strong focus on ETF research.

Call us today to discuss how we can support your growth.

Learn More:

We have seen consistent and predictable interest rates environment, and low volatility. The bull market that lasted for 9 years. As a result: concentrated index and sector ETFs positions and exponential growth of the robo-advisors AUM. Fractional share ownership is the new thing on the block.

Can the traditional managers and advisors still deliver the superior value to their clients. How?

Topfin's goal is to provide technological advantage in the investment research area, and to enable automation of the asset allocation, and portfolio rebalancing. Your clients and relationships will benefit.

Current product capabilities are designed for equities, ETFs universe with strong focus on ETF research.

Call us today to discuss how we can support your growth.

Learn More: