In times of volatility and uncertainty, there tends to be increased demand for total portfolio offerings such as model portfolios and outsourced CIO-like services.2 In addition, new demands of portfolio construction—including integrating illiquid private-markets strategies at a significant scale and incorporating environmental, social, and governance (ESG) criteria—have created new areas of client need.2 To compete and grow, advisors must demonstrate the ability to deliver levels of customization that fully address each client’s unique financial circumstances and personal preferences.

With many concerned clients demanding more attention, personalized touch points and fast, thorough responses to questions and preference adjustments can make all the difference. Technologies that allow portfolio customization at scale will extend the ability of asset managers to offer advanced portfolio solutions to smaller clients, including retail investors.2 Here, we look at what’s driving the growing demand for portfolio personalization and how advanced rebalancing technology can help.