Licensing in portfolio rebalancing

"Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

Portfolio rebalancing is influenced by the two modules "Portfolio Service Rebalancing" and "Portfolio Service Investment Agent" as well as the respective modules for PSI Order Entry. You need a separate module for currency conversions.

The rebalancing tool will appear to the user in the following expansion stages, depending on the licensed modules:

• Order tool
  If none of the rebalancing modules are activated, but a "PSI Order Entry" module is, then the rebalancing tool can be used for order entry.

• Investment proposal tool
  If the "Portfolio Service Investment Agent" module is activated, the tool can be used with all functions, but only on individual portfolios. The investment proposal wizard is also activated.

• Mass rebalancing tool
  All functions can be applied to an unlimited number of portfolios.

• Currency conversion
  The "Currency conversion" module, which requires a license, is a prerequisite for using this function. When using the Order Entry Service, a bank must also be stored in the account properties, for which in turn the Order Entry Service with the corresponding custodian bank is stored in the bank properties.