Overriding Risk and Return Percentages
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 is that securities can be broken down into their individual drivers of return to get a more accurate picture of the overall risk and return of the securities.
FinMason keeps the risk and return projections associated with the set of factors up to date based on their capital market assumption set. You can learn more about this process in the FinMason Field Guide. However, if a firm would like to use their own risk and return projections for the factors, they may do so.
Overriding FinMason Risk/Return
- Navigate to Grow Practice > Customization > Factor Overrides.
- Locate the Factor you want to change and click Projections under the Action column.
- To change the FinMason provided default, uncheck Confirm Use of Default and enter the desired percentage.
Click Save Changes to commit any changes made.
- Annual return displays on the Client Portal as Return.
- Standard deviation displays on the Client Portal as Risk.
Models will display the new calculated Risk and Return numbers both in the Advisor Platform and Client Portal in their respective areas.
NOTE: The Factors themselves and their correlation to Instruments cannot be edited or overwritten.
Advisor-led Proposal (Risk-Based)
The following process allows the Advisor to generate a proposal for a client, rather than the client generating the proposal themselves through the Client Portal. This can be done when an advisor is in direct communication with a client. The process ...
Overriding Account Billing Dates
It is possible to override an account’s billing start and end dates, as well as add Lock Points if needed. Navigate to Run Business > Billing. Click Account Date Settings from the top controls. Search for and select the Account to override dates for. ...
Client Portal (OWM) Settings
OWM stands for Online Wealth Management, another term for your Client Portal. Many of these settings will be established by your Onboarding Engineer in onboarding, but you can always come to this section to make edits and changes to the existing ...
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: ...
Splitting Advisor Codes
A split Advisor Code is one that flows all revenue into other established Advisor Codes on a percentage basis you establish. Select or Create a New Advisor Code to function as the split code. Locate the code in Run Business > Firm Profile > Advisors. ...