office (650) 218-4758
fax (650) 276-7966



Our flagship product is a program that vastly accelerates the process of viewing your clients' current asset allocation vs. your target asset allocation, making needed changes, and submitting needed trades to your custodian.

Pricing: $4995 for the first year which includes all setup for 50 clients along with any support. The second year is free. A full refund is available within the first 90-days for any reason. The fee covers the first PC in your firm and additional PCs are $1000/year. Additional years beyond the first two are $2995 and the fees are guaranteed not to increase faster than inflation.


Often RebalanceMax users want a customization developed for them. This may include, for example, additional custodial interfaces, client reporting worksheets, and additional analysis within RebalanceMax.

Pricing: $150 per hour with estimates provided in advance.


RebalanceMax Support is included and  provided to specific registered users only.