Unitrax^® Asset Allocation Module

If you offer your customers the opportunity to benefit from a diversified portfolio, you’ll want to learn more about our Unitrax® Asset Allocation module. Designed to save you time, reduce errors and increase productivity, it lets you set up a mirror fund that holds many underlying funds with pre-determined weightings.

The module’s pre-determined weightings and selection of underlying funds are all user-defined and can be changed at any time. So, if market fluctuations cause the asset mix to slip out of balance, the Asset Allocation module enables the user to force a rebalance immediately or to set up an automatic rebalance schedule. All purchase, switch and redemption transactions are executed according to the pre-set weightings to properly maintain the balanced asset mix.

The Unitrax® Asset Allocation module supports all systemic plans, such as pre-authorized checking, automatic withdraw deposits and dollar cost averaging. It also has full FundSERV functionality.