The Rebalance Portfolio strategy in AdviserLogic’s Digital Advice Builder helps you adjust a client’s current investment allocations to better align with their objectives, risk profile and target asset mix. Rather than creating a brand-new investment recommendation, this strategy allows you to redistribute the client’s existing holdings by selling and buying assets to bring the portfolio back into balance

From the Digital Advice - Scenarios Screen, select the Add Scenario icon.

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Select the client the advice is for, or select Joint to create advice for your client and partner. Select the type of advice (SoA or RoA), then Proceed To Scope.
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Select the Rebalance Portfolio strategy from the Strategy screen and Proceed.
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Select the relevant goals set and then Proceed.

The functionality of the Rebalance Portfolio strategy is identical for both Investment and Superannuation strategies.
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The Rebalance screen is divided into three sections.

Rebalancing an investment portfolio, without adding funds to the portfolio, is achieved by selling funds from one or more underlying investments, you can do this by zeroing out the Proportion (%) column of the fund allocation and then clicking out of the field, the balance will show in Red under the transactions column.
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Once the funds have been freed, the Rebalance portfolio button will appear, along with the remaining balance. Please note the balance must be completely allocated before you will be allowed to move on from the section.
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There are three ways to allocate the remaining Balance:

Use the Rebalance button to distribute the balance equally amongst the remaining funds funds.
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Alternatively, you can add either a Model Portfolio or SMA , or add individual funds from the drop-down or + Add Underlying Investments button.
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Return to the original values by selecting the reset button from the bottom of the Underlying Investments section.
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To rebalance the entire portfolio amount, select the Rebalance Total Amount toggle, which is always set to Off. ​
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The Asset allocation graph will reflect the new recommended allocations and how the investment types are allocated within the portfolio.
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The Yellow strategic bar will only show in your scenario if the client already has a Risk Profile associated with their account. This bar will compare the existing to the recommended and how this relates to the client's agreed risk appetite.
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Proceed to the fee comparison screen. The Fees Screen will show you a breakdown of the fees before and after the recommendation

To view a platform fee comparison, select this option from the drop-down options at the top left of the screen.
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Proceed to the review screen, here, you can make any last-minute adjustments to your recommendation by selecting the Pencil edit icon. There is also a section where you may enter a summary of the advice.

You may edit the advice document from within the scenario by selecting the Preview button from the top right of any screen within a digital advice Insurance scenario and following the Advice Editing Instructions.
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Select the Proceed to Disclosure Fees button located at the bottom right of the screen. From there, you can add your fees and complete your advice.
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After completing the advice, you may add any previously created cashflow modelling to the scenario by selecting the Link Cashflow option from the Scenario Tile. The cashflow tables will be drawn into the final advice document.
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