Tekton Alpha
Rebalance your accounts in seconds.
The Tekton Alpha is a SaaS application that allow the creation of multiple customized model portfolios and to deploy or rebalance them at the account or the household level, incredibly reducing the time spent by RIAs and Asset Managers on trade operation and optimizing/saving tax by choosing the best allocation for each asset.
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AI news analysis
Create model portfolios.
Deploy new cash or rebalance with a click.
Rebalance to the household
Check trade history and executions.
Assess the adherence of your accounts to each model.
Totally integrated with Interactive Brokers.
Tekton PMR expands the features of the IB Trader Workstation, as you can see at the table below.​
my ib user
Create your models
With Tekton PMR you will be able to create customized model portfolios of securities and specify their target allocations. You´ll also be able to check your model´s performance against a benchmark.
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Rebalance your accounts to the household level
Check the adherence of your accounts to the models and manually trigger a rebalance. You can also create groups of accounts and do all the analysis and rebalance to the household level prioritizing accounts to be allocated first or re-allocating assets to save taxes.
Analyze
Assess your models sector exposures and define their exposure boundaries.
Tekton PMR also allows you to combine one or more portfolios in a single account so that you can expose it to different strategies and risks.
Update model versions based on market move
Tekton understand that model portfolios are dynamic and change in time as the market evolves, thus you can keep track of your changes and use the latest version of your models.