# Portfolio Drift & Rebalance Alerts for Wealth Managers

> AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.

- **Role:** [Wealth Manager](https://calish.com/workflows/for/wealth-manager/)
- **Category:** [Reporting & Analytics](https://calish.com/workflows/category/reporting-and-analytics/)
- **Specialty:** [High-Net-Worth Advisory](https://calish.com/workflows/specialty/high-net-worth-advisory/)
- **Action:** Portfolio Drift & Rebalance Alerts
- **Canonical URL:** https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-wealth-manager/

## The Problem

High-Net-Worth Advisory portfolios drift past tolerance in Addepar between scheduled reviews, and the advisor discovers it at the next review — months after the risk changed.

## What We Build

AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.

## Tools & Integrations

- Addepar
- Black Diamond
- Salesforce Financial Services Cloud
- Email

## How It Works

1. **Discovery call.** We map your current portfolio drift & rebalance alerts process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Addepar](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-wealth-manager-with-addepar/) — Portfolio Drift & Rebalance Alerts built natively in Addepar
- [Black Diamond](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-wealth-manager-with-black-diamond/) — Portfolio Drift & Rebalance Alerts built natively in Black Diamond
- [Salesforce Financial Services Cloud](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-wealth-manager-with-salesforce-financial-services-cloud/) — Portfolio Drift & Rebalance Alerts built natively in Salesforce Financial Services Cloud

## Related Workflows

- [New Client Onboarding for Wealth Managers](https://calish.com/workflows/new-client-onboarding-for-wealth-manager/)
- [Client Meeting Prep Pack for Wealth Managers](https://calish.com/workflows/client-meeting-prep-pack-for-wealth-manager/)
- [Quarterly Commentary & Client Letter for Wealth Managers](https://calish.com/workflows/quarterly-commentary-and-client-letter-for-wealth-manager/)
- [Communication Compliance Surveillance for Wealth Managers](https://calish.com/workflows/communication-compliance-surveillance-for-wealth-manager/)
- [Loan File Assembly for Wealth Managers](https://calish.com/workflows/loan-file-assembly-for-wealth-manager/)
- [Conditional Approval Response for Wealth Managers](https://calish.com/workflows/conditional-approval-response-for-wealth-manager/)

---

Book a free 30-minute consultation: https://calish.com/contact