EXANTE has launched Allocator, a new module within its desktop trading platform designed to let asset managers replicate investment strategies across multiple client accounts simultaneously.
At its core, the tool is built around two interconnected components: Asset Models and Account Sets.
An Asset Model functions as a reusable template that defines a portfolio’s target allocation, listing up to 20 assets alongside either percentage-based targets or fixed quantities. An Account Set, meanwhile, is a defined group of client accounts to which a given model will be applied.
Once both are configured, managers can push the strategy across every linked account through a single, unified order placement workflow, with the module automatically calculating the precise number of units required per account based on each client’s investment amount.
The ability to set allocations either as a percentage of free balance or as an absolute currency figure adds flexibility for managers working across clients with different portfolio sizes.
Order execution is tracked in real time through a summary table that displays active orders, profit and loss, initial value, and currency across all accounts simultaneously. Colour-coded order statuses keep managers informed at a glance: green signals filled positions, blue indicates active or partially filled orders, and red flags cancellations or rejections.
Rebalancing is also built into the workflow. Managers can adjust asset percentages, change quantities, or add and remove instruments from a model, with changes automatically propagating across all associated accounts once confirmed.
Full more details on how the new tool works, read the FAQ here.
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