iRebal is a leading portfolio rebalancing and management software platform provided by Charles Schwab to Registered Investment Advisors (RIAs) who custody assets with Schwab Advisor Services. Originally developed by an advisory firm to solve its own rebalancing challenges, it was acquired by TD Ameritrade Institutional in 2007 and became part of Charles Schwab following the acquisition of TD Ameritrade in 2020. The software enables advisors to efficiently manage complex portfolios at scale by automating rebalancing, cash management, and tax-loss harvesting according to each client's specific investment strategy and tax situation.

Founded in

United States