Model Portfolios

2 - Link clients

You can link a client to a model or model blend consisting of 2 or more models.

3 - Tailor portfolio

Where required, you can easily customise the model for individual clients, including amending the investment allocation and method for each client. You can deliver a personalised portfolio to those clients who require it with much less effort.

4 - Rebalance

Our bulk rebalancing functionality means that you can select a model to rebalance for a set of clients. The rebalance can then automatically be run for each of the clients you selected without having to submit individual instructions for each client.

5 - Review orders created

The Model Portfolio Tools allow you to save, retrieve, generate and submit rebalance orders at once for a single client or across a batch of clients. The individual orders required to execute the rebalance are automatically created and available on one page for your review. You can make any individual tweaks required, such as deleting or amending individual orders, before submitting all of the orders with the click of one button.

6 - Submit orders

Once you have reviewed orders created by rebalancing a model and have made any specific adjustments requirements for any individual clients, you can easily submit all of the orders. You simply tick the confirmation box where appropriate, enter your password and click the submit button.

7 - View order

A consolidated order status screen ensures you can easily monitor the progress of all orders on one screen. You can use the search criteria to select the group of orders you wish to check on and a status will show for each individual order.