The 360

Reminder – Automatic Rebalancing Program

Written by Investia | July 24, 2025 3:45:00 Z PM

Another tool to simplify your life! If you are not yet familiar with it, discover our new Automatic Rebalancing Program for model portfolios.

This program offers significant benefits for you and your clients by automatically adjusting portfolios to remain aligned with target weightings, risk tolerance, investment objectives, and time horizon. Also, it integrates seamlessly with Elite Pools and Portfolios.

Get started with a quick online training 
To help you kick off this initiative, we’ve launched a 15-minute training session on Investia Learning. This training dives into the core principles of automatic rebalancing and shows how to integrate it into your day-to-day investment strategies. You’ll learn: 

  • How to create model portfolios that meet requirements 
  • How to link portfolios to plans and enable rebalancing in Univeris 
  • How to complete the Nominee Account Rebalancing Program Agreement available in Univeris
  • Pro tips to avoid rebalancing failures and monitor their status

Important note: This training is mandatory for all Representatives and assistants who wish to access Univeris’ Rebalancing Module.

To access the training, please log into the Advisor Centre first, then click on the following link: 

Automatic Portfolio Rebalancing Program

Supporting materials 

  • Administrative Procedure #57 provides clear, step-by-step instructions on creating, linking, and managing model portfolios – with or without the automatic rebalancing option.

  • PortfolioINSIGHTS Manual: the section on model portfolios has been enhanced to provide deeper insights on model portfolio creation and automatic rebalancing. Click here to access it: Model Portfolio Creation and Automatic Rebalancing 


Pre- and post-validation reports
Please note that the pre- and post-validation reports referenced in the supporting materials are not yet available but should be ready in August. The exact release date will be shared via The 360 Newsletter. In the meantime, it should be noted that one of the main reasons rebalancing cannot occur is due to an outdated KYC. This can be validated by the Representative at the time the agreement is signed by the client.

Any questions about the Elite Program?
Check out the Getting Started document, accessible from the Elite tile on the Advisor Centre homepage.

For more information
Please do not hesitate to reach out to your Practice Management Specialist.
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