Model Portfolios

VIDEO: Model Portfolio Tutorial
Wed, 21 Sep, 2016 at 1:56 PM
What is the purpose of the Model Portfolios feature?
The 'Model Portfolios' section provides an option for users to store and modify custom model portfolios that will be used within the report wizard...
Fri, 22 Jun, 2018 at 9:38 AM
Model Portfolio Charts
You may have noticed that your Model Portfolios have now been upgraded to show a Pie Chart breakdown of Assets and Funds. If you wou...
Fri, 6 Jul, 2018 at 9:27 AM
How do you create a new Model Portfolio?
The user must firstly navigate to the 'Model Portfolios' page within the Content Management section. A new profile can be created ...
Sat, 8 Apr, 2017 at 3:09 PM
How do you search for a Model Portfolio?
Within the ‘Model Portfolios’ page, there is a search option located on the right hand side of the screen, just below the 'New Model Portfolio...
Sat, 8 Apr, 2017 at 3:09 PM
How do you edit a Model Portfolio?
Located on the right hand side of the Model Portfolio's name is the 'Edit Portfolio' button. The 'Edit Portfolio' button is outli...
Thu, 19 May, 2016 at 2:57 PM
How do you delete a Model Portfolio?
A Model Portfolio can be deleted by clicking on the ‘Delete Portfolio’ button. The ‘Delete Portfolio' button is outlined in red below. Onc...
Sat, 8 Apr, 2017 at 3:10 PM
How do you import Asset/Fund data into a Portfolio?
To import Asset or Fund data, the user must start the process by clicking on the 'Import' buttons, highlighted below. A pop up screen will a...
Fri, 15 Jun, 2018 at 11:42 AM
How can you attach an image to a Model Portfolio?
When editing or creating a Model Portfolio, the user has the option of choosing an image file to upload and attach to the Model Portfolio. The ...
Thu, 19 May, 2016 at 8:44 PM
How can you add Asset/Fund data into a Model Portfolio?
Within the create/edit Model Portfolio screen, underneath both graphs there are blank text boxes displayed. These are for the name and split percentage,...
Fri, 15 Jun, 2018 at 11:46 AM