Robo-advisor rebalancing console

LWCPlatformFinancial Services

An operations analyst's custom LWC for the October 2026 rebalancing cycle, top to bottom: the cycle header with assets, accounts to rebalance, drift and trade counts, a carousel of model portfolios sorted by drift, the Growth model's current versus target allocation next to the drift, trade size and cash buffer sliders, then the asset class color palette used in client reports beside each model's drift against the 5-point band.

220 / 262
Loading preview