Benefit Trust

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Simple, Flexible, Transparent

An automated Cash Flow Management system designed to increase efficiency and transparency, while reducing risk.

Use daily cashflows to move underlying investments closer to their portfolio target allocations with nBalance. 

  • No limit to the complexity of your portfolio structure.
  • Mutual funds, ETFs, stocks, illiquid assets, managed portfolios.
  • Mix, match, and manage assets within your portfolio however you want.
  • Partial, full, tolerance-based, and scheduled automated rebalancing make sure you’re always in control.

Simplify Your Portfolio Management With nBalance.

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Why do you need nBalance? 

Daily Cashflows nBalance uses daily cashflows to move underlying investments closer to their portfolio target allocations. 

Automated Rebalancing Partial, full, tolerance-based, and scheduled automated rebalancing make sure you're always in control. 

Zero Limitations No limit to the complexity of your portfolio structure. 

Your Portfolio Your Way Mix, match, and manage assets within your portfolio however you want. 

Guaranteed Support A responsive partnership through open dialouge is the hallmark of Benefit Trust.