An advisor runs model portfolios across a book of clients. IgniteEdge proposes rebalances that already respect each account's margin and risk limits, then drafts the client proposal in plain language.
Client names and records stay in your own CRM and network. The models only see anonymous tokens.
Rebalances run through ieBalancer, which applies the tax rules you set with each client's tax advisor: loss harvesting thresholds, short-term gain protection, realized-gain caps and household wash-sale checks. It applies rules; it does not give tax advice.
In the example, a 60-client book is scanned overnight. Nine accounts drift outside their model, and three of those would breach a margin limit if rebalanced the obvious way, so they get an alternative trade instead.
Model portfoliosieBalancer · tax-awareMargin firewallProposal draftsRuns on a firm serverDesign partners wanted