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Nationwide Adds Rebalancing Tool

Nationwide Financial has added an automatic rebalancing feature to its Investment Solutions Builder (ISB) tool. With the new feature, advisors can now rebalance asset allocation models on a quarterly, semi-annual, annual or date-specific basis. 

ISB is an online investment tool that enables advisers to build and manage retirement plan fund lineups and asset allocation models for plan sponsors and participants.

Nationwide also introduced “FastSend,” a new tool that makes it easier to communicate with plan sponsors and participants. Advisors with Nationwide accounts can mail any communication to plan sponsors, participants or a select group — the tool takes care of of printing, packaging, addressing and mailing.

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