Automated RIA Portfolio Rebalance Alerts
Every morning before markets open, WebRun opens Redtail Technology to read each client's target model, checks the actual allocation in Charles Schwab Advisor Center, and posts a Slack list of every account that has drifted past your rebalance threshold, ranked by how far off it is.
How do I know when a client's portfolio has drifted too far from its target?
WebRun checks portfolio drift every morning before markets open by comparing each client's actual allocation in Charles Schwab Advisor Center against the target model in Redtail Technology. It posts a Slack list of every account past your drift threshold, ranked by how far off it is, so you can review and rebalance yourself. It never places a trade automatically.
- Drifted accounts are flagged before markets open, every day
- Only accounts past your own threshold make the list
- No trade or rebalance ever happens without you
Built for Registered Investment Advisors · portfolio managers · wealth management firms · investment operations teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.redtailtechnology.comin a real browser with your saved login - no setup, no API keys. -
1
Redtail Technology - read each client's target model
redtailtechnology.com
WebRun opens Redtail Technology to read each client's target model. - Open Redtail Technology and read the target model assigned to each client
- Capture the target weight for each asset class
- Note any client flagged as excluded from automatic drift monitoring
Done when Every monitored client has a target model captured.
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2
Charles Schwab Advisor Center - check the actual allocation
schwab.com
WebRun opens Charles Schwab Advisor Center to check the actual allocation. - Open Charles Schwab Advisor Center and pull the current allocation for each account
- Calculate the drift between the actual and target weight for each asset class
- Flag any account where drift exceeds your set threshold
Done when Every account's drift versus target has been calculated.
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3
Slack - flag accounts past threshold
slack.com
WebRun opens Slack to flag accounts past threshold. - Post a ranked list of accounts drifted past threshold, largest drift first
- Show the asset class and the percentage points off target for each
- Only flag for review. Never place a trade or rebalance an account automatically
Done when You have a ranked drift list in Slack to review before markets open.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it place trades automatically?
No. WebRun only flags accounts drifted past your threshold. Placing or rebalancing a trade stays entirely in your hands through your custodian, it never trades on its own.
How is drift calculated?
It compares the actual allocation pulled live from Charles Schwab Advisor Center against the target model on file for that client in Redtail Technology, asset class by asset class.
Can I set my own drift threshold?
Yes. Tell WebRun the percentage points off target that should trigger a flag, and only accounts past that threshold show up in the Slack list.
Related templates
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