A Model is a collection of investments designed to serve as a benchmark for a specific investment strategy, risk tolerance, or financial goal. Firms typically have a predefined set of models that are ideal investment vehicles for their clients. However, a unique investment model may be created for high-net-worth clients. Models help determine if related Portfolios are in or out of compliance. We have added Models to the Wealth Management platform so you can more easily track related Asset Allocations, Investment Vehicles, and IPS.
Creating New Models
The main way to create a Model is to go to Investment Management> Models>+New. From here, enter the requested and required information about the Model. Model information is manually added into the CRM or uploaded in bulk using the Import options.
What's in a Model?
General
- Name
- Code
- External ID
- Alternatives Target Weight Low
- Cash Target Weight Low
- Equity Target Weight Low
- Fixed Income Target Weight Low
- Other Target Weight Low
- Alternatives Target Weight High
- Cash Target Weight High
- Equity Target Weight High
- Fixed Income Target Weight High
- Other Target Weight High
Investment Vehicles
- Investment Vehicle
- Asset Class
- Date Added
- Date Removed
- Days in Model
- Target Weight Low
- Target Weight
- Target Weight High
Related
- Asset Allocations
- IPS
