Model Portfolio

Overview

A model portfolio is designed to match the strategy you want to achieve for your clients. It lists your preferred holdings. Create multiple models or strategies to align with the goals and objectives of individual clients. Once created, assign a model portfolio to your client. Each model will automatically populate when running reports or performing analysis using components.

Alternate Uses

A model portfolio can also be applied to certain individual components in a worksheet, using the Component Settings menu.

 

Last Updated: March 28, 2018

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