EXANTE launches Allocator
19 May 2026 Cyprus
Image: nongkran_ch/stock.adobe.com
EXANTE — a prime brokerage and multi-asset trading platform — has launched Allocator, a portfolio management infrastructure platform designed to help asset managers manage and rebalance investment strategies across multiple client accounts.
The platform enables managers to create a master portfolio framework and apply allocation changes and rebalancing actions across multiple accounts through a single workflow.
According to EXANTE, the platform is intended to support growing demand for personalised portfolio management and separately managed accounts, while reducing operational complexity and manual processes.
The platform includes multi-account deployment, portfolio rebalancing, and portfolio drafting capabilities, allowing managers to deploy strategies across up to 20 client accounts simultaneously.
Allocator also supports portfolio construction using percentage-based allocations or fixed quantities.
Richard Forss, chief technology officer at EXANTE, says: “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 per cent 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 enables managers to create a master portfolio framework and apply allocation changes and rebalancing actions across multiple accounts through a single workflow.
According to EXANTE, the platform is intended to support growing demand for personalised portfolio management and separately managed accounts, while reducing operational complexity and manual processes.
The platform includes multi-account deployment, portfolio rebalancing, and portfolio drafting capabilities, allowing managers to deploy strategies across up to 20 client accounts simultaneously.
Allocator also supports portfolio construction using percentage-based allocations or fixed quantities.
Richard Forss, chief technology officer at EXANTE, says: “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 per cent 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.”
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