"I want an auto-rebalancing option to allow me to follow Larry Swedroe’s 5/25 rule. i.e. rebalance when the change in an asset class’s allocation is greater than either an absolute 5 or 25 percent of the original target allocation, whichever is less.

Example 1: VAS has a target allocation of 40% in a portfolio, but due to a rough period on the ASX, it’s allocation drops to 35%. You must buy more VAS to rebalance your portfolio back up to its 40% allocation.

Example 2: VAF has a target allocation of 10% in a portfolio, but it’s allocation rises to 12.5% of the portfolio. Because 12.5% is 25% more than the target allocation, you need to sell down VAF to bring it back to 10% and rebalance the portfolio.

More info: https://awealthofcommonsense.com/2014/03/larry-swedroe-525-rebalancing-rule/

You could give investors the option either to set it to follow Larry Swedroe’s 5/25 rule or just set a frequency where every holding in their portfolio is rebalanced (ie once a year, once every six months, etc.)

Not a huge issue, just something to think about that I’m sure many of your clients would appreciate because it completely removes the aversion to capital gains tax"