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Assign a Custom Benchmark or Model Portfolio to a Client

Assign a Custom Benchmark or Model Portfolio to a Client

Assigning model portfolios to clients and accounts allows you to better monitor whether your clients’ accounts are in line with the strategy you are trying to achieve. Benchmarks are assigned to ensure that the investment lineup remains competitive against similar investment lineups. Once assigned, you can use these tools to create reports, and with components to analyze portfolios and accounts.

To assign benchmarks and models at the client level, do the following:

  1. From the left-hand side of the screen, hover the cursor over the Menu, then click Clients & Accounts. The Clients & Accounts workbook opens.
  2. Hover over the desired client, click the Actions drop-down menu, then select Client. The Client menu opens.
  3. From the Client menu, select Client Profile/Settings. The Edit Client window opens.
  4. From the Edit Client window, click Settings.
  5. Click on the Search bar under Primary Benchmark. The Benchmark menu opens.
  6. Type into the Search field.
  7. Select Moderate.
  8. Click the drop-down menu you under Model Portfolios.
  9. Scroll until you find Preferred Investments.
  10. Click Save.
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Last update:
‎05-12-2018 07:44 AM
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