Global prime broker EXANTE has launched a new portfolio management tool called Allocator, designed to help asset managers handle the growing complexity of running multiple client accounts without expanding their operational headcount or increasing the risk of costly errors.
The product arrives at a moment of genuine strain across the investment management sector. As demand for personalised strategies grows, managers are increasingly expected to maintain separate portfolios for each client, each with its own restrictions, mandates, and allocation preferences, whilst still executing investment decisions rapidly and consistently.
The problem is that the underlying workflows have not kept pace. Many firms still rely on fragmented, partly manual processes to manage rebalancing and portfolio updates, leaving them exposed to allocation mismatches and operational inefficiencies that eat into performance and erode client trust.
Allocator is built to close that gap. The platform enables managers to construct a master portfolio framework and push strategy updates, allocation changes, and rebalancing decisions across multiple client accounts simultaneously through a single, unified workflow.
EXANTE CTO Richard Forss said, “The industry has spent years focusing on investment performance, but operational scalability is becoming just as important.
“Demand for separately managed accounts increased over the past year for more than 60% of both managers and allocators, with most expecting further growth over the next 12 to 18 months. Allocator brings the operational infrastructure and execution discipline to any asset manager, regardless of size.”
The platform supports simultaneous deployment of an identical investment strategy across up to 20 client accounts at once, eliminating manual trade replication. Managers can construct portfolios of up to 20 assets using either percentage-based target allocations or fixed quantities, catering to the precision demands of diverse client mandates.
A unified rebalancing function allows allocation changes to be applied across all linked accounts in one action, meaning that when market movements prompt a strategy shift, no account is left behind. The tool also supports an unlimited number of draft portfolios, giving managers the ability to prepare, test, and version-control strategies before committing to a live deployment.
Allocator extends EXANTE’s existing multi-asset execution infrastructure, which spans equities, ETFs, bonds, futures, options, and digital assets across more than 50 markets and eight asset classes, all accessible through a single multi-currency account.
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