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This article is a continuation of In-House Discretionary - Create a Portfolio Add funds through the fund search box: (Your portfolio must total 100% allocation in order to be risk rated and saved. If you have not fully allocated your portfolio...
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This article is a continuation of In-House Discretionary - Funds The compliance tab can be found within In-house discretionary portfolios. Compliance can be found in the tabs at the top of the portfolio, as seen below: This area allows ...
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Funds can be imported by citicode or ISIN into a portolio. Create a portfolio in Portfolio Builder: Enter details of the portfolio and 'Save': Click 'Import Funds' in the top right of the screen: Click 'Sampl...
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When adding funds to a portfolio, there will either be a green tick, a blue 'Set' button or a blue tick icon. These indicate the following: The fund has asset allocation data The asset allocation has been supplied by the Provider as...
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You will need to open the portfolio you would like to duplicate: Click 'Duplicate Portfolio' in the top right corner: Complete the details of the new portfolio and 'Save' If you would like to go straight into the portfo...
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You can delete the portfolio from the Portfolio screen: You can also delete from within the portfolio: If you have used the portfolio against a client activity (for e.g. an Illustration) you will be presented with the following message:...
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Click on Portfolio Builder in the toolbar: You can either click into the tab or use the dropdown arrow to add a new portfolio or view recent records/lists: In this example, we have clicked into the Portfolio Builder tab. Select ‘New...
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This article is a continuation of Portfolio Builder - Compliance Tab The Portfolio Factsheet will show the following portfolio data: MiFID II Costs & Charges Portfolio Statistics Portfolio Cumulative Performance Fund Quartile Ranking ...
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The compliance tab can be found within your model and bespoke portfolios. Click on Portfolio Builder in the toolbar or use the search box at the top of the screen to find your portfolio: Click into the portfolio: Compliance can be found i...
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You are able to import multiple portfolios within Portfolio Builder and Investment Pathways. Navigate to Portfolio Builder: Once within the Portfolio Builder tab, make sure the List View is set to 'All: Pin the List view: Cl...