Connected
Implementation & Tracking
See where each model is implemented across your books, monitor drift and rebalance status, and keep trade execution on schedule.
Implemented AUM
$190.5M
Across all books
Books & households
36
Live implementations
Next rebalance window
Aug 12, 2026
Q3 Target Allocation series
Rebalance queue
9
Models needing action
Action needed
Rebalance queue
- Target Allocation Active — Balanced5 books · $32.1M
Rebalance window opens — submit implementation plan
4.6% driftReview - Tax-Aware Blend — Balanced2 books · $12.4M
Drifted 4.1% from target equity weight
4.1% driftReview - Low Duration — Short Horizon2 books · $10.2M
Rebalance window opens — submit implementation plan
3.9% driftReview - Dynamic Allocation — Growth Tilt6 books · $33.4M
Drifted 3.4% from target equity weight
3.4% driftReview - Retirement Income — Income & Growth5 books · $21.4M
Rebalance window opens — submit implementation plan
2.5% driftReview - Dynamic Allocation — Balanced6 books · $32.1M
Rebalance window opens — submit implementation plan
2.1% driftReview - Retirement Income — Diversified Income2 books · $9.4M
Rebalance window opens — submit implementation plan
2.0% driftReview - Target Allocation Blend — Growth5 books · $23.2M
Rebalance window opens — submit implementation plan
1.8% driftReview - Equity Building Block — International Core3 books · $16.3M
Rebalance window opens — submit implementation plan
1.0% driftReview
Connected implementation
Implemented models
| Model | AUM | Books | Drift | Status | Last rebalance | Next |
|---|---|---|---|---|---|---|
| Dynamic Allocation — Growth Tilt | $33.4M | 6 | 3.4% | Drift detected | 2026-07-14 | 2026-08-12 |
| Target Allocation Active — Balanced | $32.1M | 5 | 4.6% | Rebalance due | 2026-07-14 | 2026-08-12 |
| Dynamic Allocation — Balanced | $32.1M | 6 | 2.1% | Rebalance due | 2026-07-14 | 2026-08-12 |
| Target Allocation Blend — Growth | $23.2M | 5 | 1.8% | Rebalance due | 2026-07-14 | 2026-08-12 |
| Retirement Income — Income & Growth | $21.4M | 5 | 2.5% | Rebalance due | 2026-07-14 | 2026-08-12 |
| Equity Building Block — International Core | $16.3M | 3 | 1.0% | Rebalance due | 2026-07-14 | 2026-08-12 |
| Tax-Aware Blend — Balanced | $12.4M | 2 | 4.1% | Drift detected | 2026-07-14 | 2026-08-12 |
| Low Duration — Short Horizon | $10.2M | 2 | 3.9% | Rebalance due | 2026-07-14 | 2026-08-12 |
| Retirement Income — Diversified Income | $9.4M | 2 | 2.0% | Rebalance due | 2026-07-14 | 2026-08-12 |