Top 10 Best Portfolio Rebalancing Software of 2026

Wealthfront is a leading robo-advisor platform that automates portfolio management, with a core focus on intelligent rebalancing to keep investments aligned with user-defined risk tolerances and goals. It employs sophisticated algorithms for daily monitoring and automatic rebalancing across diversified, low-cost ETF portfolios, incorporating tax-loss harvesting for enhanced efficiency. The service also features tools like Path for financial planning, making it a comprehensive solution for passive investors seeking hands-off optimization.

Betterment is a leading robo-advisor platform that automates portfolio management, with a core focus on maintaining optimal asset allocations through frequent rebalancing. It performs daily checks and automatic rebalancing to align portfolios with user-defined goals and risk tolerances, while integrating tax-loss harvesting for efficiency. The service supports multiple investment goals simultaneously, handling deposits, withdrawals, and dividends without manual intervention.

M1 Finance is a brokerage platform that enables users to create custom 'Pies'—diversified portfolios of stocks, ETFs, and other assets—with automatic rebalancing to maintain target allocations. It dynamically allocates new deposits according to pie slices and supports recurring auto-invest for hands-off management. This makes it a strong solution for passive portfolio rebalancing without manual intervention.

Empower (formerly Personal Capital) is a wealth management platform offering portfolio rebalancing tools as part of its free Investment Checkup feature, which links user accounts to analyze asset allocation drift and suggest corrective trades. It provides detailed visualizations of current vs. target allocations, tax-sensitive rebalancing advice, and one-click trade proposals for supported brokers. For higher-net-worth users, paid advisory services deliver automated rebalancing within managed portfolios, integrating seamlessly with broader financial planning tools.

RebalancePro is a specialized portfolio rebalancing platform tailored for financial advisors, enabling automated rebalancing across multiple custodians like Schwab, Fidelity, and Pershing. It offers tax-aware strategies, drift monitoring, and customizable model portfolios to maintain optimal asset allocations with minimal manual intervention. The software generates trade lists, handles fractional shares, and provides detailed reporting for compliance and client communication.

Portfolio Visualizer is a web-based platform specializing in portfolio analysis, backtesting, and optimization, with robust tools for simulating rebalancing strategies across stocks, ETFs, and asset classes. It allows users to test periodic (e.g., monthly, quarterly), threshold-based, or hybrid rebalancing methods using historical data spanning decades. The tool generates detailed performance reports, risk metrics, and visualizations to evaluate strategy effectiveness over time.

RightCapital is a comprehensive financial planning platform that includes portfolio management tools for monitoring asset allocations and supporting rebalancing activities. It enables advisors to visualize portfolio drifts, model target allocations, and generate rebalancing recommendations integrated with retirement, tax, and estate planning modules. While not a dedicated automated rebalancing engine, it provides actionable insights and reports to facilitate manual or semi-automated portfolio adjustments.

Orion Advisor Solutions is a comprehensive wealth management platform that includes robust portfolio rebalancing tools designed for financial advisors. It automates rebalancing across single or multi-account portfolios, supports tax-efficient strategies like loss harvesting, and monitors drift from model portfolios in real-time. The software integrates deeply with custodians, CRMs, and reporting systems for streamlined workflows.

Envestnet Tamarac is a robust portfolio management platform designed for registered investment advisors (RIAs), with advanced rebalancing tools that automate trade generation across individual, household, and unified managed accounts. It supports tax-efficient strategies, custom model drift management, and handles complex asset classes including options and fixed income. Integrated with Envestnet's broader ecosystem for reporting (ARE) and trading, it streamlines workflows for high-AUM firms.

eMoney Advisor is a comprehensive wealth management platform that includes portfolio rebalancing tools designed for financial advisors managing client portfolios. It enables monitoring of asset drift against target allocations, automated trade proposal generation, and execution support across multiple accounts and custodians. The software emphasizes tax-efficient rebalancing strategies and integrates rebalancing workflows with broader financial planning features for a unified advisor experience.