Model Assignment

Model Assignment

The Model Assignment widget is the place that you can monitor the percentages based on the five Risk Tolerance categories in your firm Accounts and for Assets.  In the example below, you can easily track the number of accounts that don't have a model assigned to them.

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Once you select the Assign Models button it will open a simple widget for you to select the accounts to begin assigning/updating models to the client accounts.

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Learn more about the Firm Collection to view the models that your firm has created to use with your clients.

 

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