What is the purpose of the Model Portfolios feature?

Modified on Fri, 22 Jun 2018 at 09:38 AM

The 'Model Portfolios' section provides an option for users to store and modify custom model portfolios that will be used within the report wizard. 

This feature allows the user to attach model portfolio information like fund charges, a description, an image and two graphs: an assets graph and a funds graph. This section includes the functionality to import information into the graphs via a Microsoft Excel spreadsheet, alternatively the user can choose to input these values manually.

The screen capture below shows an example of a Model Portfolio selected in the report wizard. In the 'Funds Recommendation' tab, 'Model Portfolio' has been selected for the 'Funds Approach'. In the example, the user has selected the company's customised 'Manager' and 'Portfolio', and the user has selected to show both the Funds graph and the Assets graph.

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