FinFolio handles most trading strategies with ease:
Rebalancing is sensitive to your account type, holding country, and any unrealized gains and losses in each position. It makes intelligent trading decisions and records those decisions in a log for your review.
See before-and-after calculations that predict how trades will affect gain, rates of return or other calculations. Every December it is easy to harvest gains or losses according to what is best for each client.
FinFolio lets you make exceptions on a client-by-client basis.