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Trading & Rebalancing

Keep every portfolio on target.

See drift the moment it appears and bring portfolios back to their models with a disciplined, reviewable workflow.

Model drift \u00b7 Balanced mandate
3 holdings off target

Drift, surfaced early

Know which holdings have moved beyond their bands before your client does.

Model-based rebalancing

Bring portfolios back to target against the models your firm defines.

Reviewable by design

Every proposed trade is visible and approvable before anything executes.

See it in action

See Pano running.

A 30-minute working session where we open the platform and walk through it with your firm in mind.

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