Importing a Model Portfolio to Compare Against Client’s Accounts

In this guide, you will learn how to:

• Import a model to compare it against a client's accounts;
• Create and import another portfolio that the client may hold elsewhere.

How to Import a Model to Compare it Against a Client's Accounts

Process:

1. To link a model to a client's account, begin by locating your client under the "Contacts" tab.
2. Proceed by clicking the "Existing Accounts" tab. Select the box at the top to select all the accounts and click "Add to Comparison". 
3. On this screen, click on "Load" to expand the selections, and then select "Existing Model Portfolio". 
4. Select one or multiple models and click "Compare Selection".  The screen will then display the client's accounts compared to the model. 

How to Create and Import Another Portfolio that the Client May Hold Elsewhere

Process: 

1. Within your client's profile, under the "Comparisons" tab, click on "Create Comparison".
2. Followed by "New Portfolio". 
3. You can select the pencil icon to name this portfolio. 
4. Add all the holdings that the client may hold elsewhere and allocate weight to the holdings. If equal weight will be given to all the holdings, click "Allocate evenly", then click "Save Portfolio". 
5. To bring in a model to compare against a client's holdings and their outside holdings portfolio that was just created, navigate to and click on "Load" followed by "Existing Model Portfolio". 
6. Select your desired model and click "Compare selection". 
7. Now you will be able to see the the model, or models you imported as well as the Outside Holdings Portfolio that you created. 
8. To save this comparison, scroll to the top of the page and click on the pencil icon and name this comparison. For this demo, we will call this comparison "Balanced Models and Outside Holdings". Select “Save”.
9. When you leave the page to go to the main screen, you will see this comparison saved under the Contact's "Comparisons" tab.
10. The comparison will also be saved under the main "Comparisons" tab under "All".

Last Revised 2025-05-20