Defaqto Engage portfolio rebalancing happens inside the adviser’s review, one plan at a time. Each review compares the plan’s calculated risk level with the client’s agreed level, then rebuilds the portfolio through a route limited to funds Defaqto has rated or a manual route with asset class targets. A report in two parts, one for the client and one for compliance, records the alternatives, and a fund proposal returns to the back office for acceptance. Engage does not schedule rebalances, rebalance to a model in bulk or produce trade files.