B2B REBALANCING API
Portfolio rebalancing across 14 European exchanges. Tax-optimal, by API.
What private banks charge 80bps for — delivered to your platform at 15. Drift detection, multi-exchange routing, tax-wrapper sequencing, T+2 settlement logic. One REST API.
Your platform wants to offer rebalancing. The complexity is the problem.
Exchange fragmentation
Fourteen regulated exchanges execute retail equity orders in Europe — each with different settlement cycles, different fractional share rules, and different corporate actions handling. A single portfolio rebalancing event can span Euronext Paris, Xetra, and LSE simultaneously. Normalising this is a multi-year infrastructure project.
Tax wrapper complexity
ISA, PEA, Depot, and GIA each carry different tax treatment. Sell the wrong lot first — the one with embedded gains rather than losses — and you've generated 40bps in unnecessary tax drag before the market moves. Most platforms implement FIFO by default and leave that alpha on the table.
The build vs. buy calculus
To reach feature parity with a private bank's rebalancing desk, your engineering team needs 12–18 months of focused work — exchange normalisation, tax lot selection, settlement tracking, drift engine, simulation mode. That is 12–18 months not spent on your actual product. One API integration takes two weeks.
PRODUCT
Three layers that make rebalancing work at scale
Rebalancing Engine
Threshold-based drift detection with configurable bands. Fractional share support. Cost-aware order minimisation — we sequence trades to minimise round-trips and FX conversion.
Learn more14-Exchange Connectivity
Euronext Paris, Amsterdam, Brussels. Xetra. Borsa Italiana. LSE, AIM. BME. Nasdaq Nordic. SIX. Plus 4 emerging venues. Normalised order routing with T+2 settlement logic per venue.
Learn moreTax-Optimal Sequencing
Wrapper-aware lot selection. ISA, PEA, Depot, GIA, SIPP — the API knows which lots to sell first in which wrapper to minimise taxable events. Designed with MiFID II best execution requirements in mind.
Learn moreINTEGRATION
Integrate in days, not quarters
POST /portfolios
Send portfolio positions, target allocations, tax wrapper, and drift tolerance parameters via REST.
Receive rebalance plan
Get back an ordered trade list with estimated costs, tax impact per lot, and exchange routing per ISIN.
Execute or simulate
Pass orders to your existing execution venue or use simulation mode to back-test the plan before committing.
Webhooks confirm settlement
Receive T+2 settlement confirmation events per trade, with updated portfolio state and realised P&L.
Pricing built for platform economics
Per-rebalance-event pricing. No monthly seat fees. Designed so the API cost stays a fraction of the value you deliver to your end users. EUR-denominated — no FX friction for European buyers.
FROM THE FIELD
What platforms say after integration
We evaluated building this in-house for six months. The exchange normalisation layer alone would have taken a full-stack team a year. Portfolwright collapsed that to two weeks of integration.
The tax wrapper sequencing is genuinely novel. Our compliance team was impressed that the API had ISA and PEA lot selection logic built in — not bolted on.
Ready to add rebalancing to your platform?
Two weeks to integration. 14 exchanges from day one.