Investment Framework
Defining Substitute Securities
Firms using the SmartLeaf integration can define Substitute Securities for any Instrument they’ve created to assist in tax loss harvesting or legacy fund handling. Note that Named Substitutes can only be designated for ETFs and Mutual Funds. Note: ...
Overriding Risk and Return FinMason Assumptions
AdvisorEngine has partnered with FinMason to provide firms with factor-based analysis to produce risk and return numbers for the individual securities held in investor accounts and client-recommended models. One of the advantages of factor analysis ...
Adding and Editing Models
The Models page allows users to create, edit, and manage models. Adding New Models Navigate to Grow Practice > Customization > Models. Click Actions > + Add New in the upper right. Fill in the necessary content in the available fields: Display Name: ...
Adding and Editing Asset Classes
Asset classes give a user-friendly name to Instruments and also allow you to collect your Instruments into groups to be used by your Models. Adding New Asset Classes To add new Asset Classes: Navigate to Grow Practice > Customization > Asset Classes. ...
Adding and Editing Instruments
Create, edit, and manage Instruments in the Instrument List Page. Instruments are the actual Securities (such as a mutual fund or stock) that make up the building blocks of Models. Instruments are placed into Asset Classes to provide a more generic ...
Duplicating Risk Tolerance Questionnaires
It is possible to create a copy of an existing questionnaire if you need a similar version with small modifications rather than starting a new questionnaire from scratch. Navigate to Grow Practice > Customization > Questionnaires. Use the checkboxes ...
Setting Risk Tolerance Questionnaire Logic Rules
Logic Rules allow you to control which questions or which answers in a question remain visible based on the answers to a previous question. For example, you may want to ask a question about a 401k investment, but only if the user has a 401k. You can ...
Adding and Editing Risk Tolerance Questionnaires
Create, edit, and manage questionnaires used for client onboarding in the Questionnaires tab. Prior to creating a Questionnaire, the Questions you want to use must be configured in the Grow Practice > Customization > Questions tab. See Adding and ...
Risk Tolerance Question Settings per Type
Below you will find details about how to configure each of the possible Question Display Types. Slider Question Responses If Slider is chosen as the Display type: Under Answer Sliders at the bottom of the New/Edit Question form, click + Add new. Set ...
Adding and Editing Risk Tolerance Questions
The Grow Practice > Customization > Questions tab provides a list of all possible questions that can be selected to create a Questionnaire used during the client onboarding process. Adding New Questions To create new Questions for use in ...