Viewing or Changing Model Assignments

Viewing or Changing Model Assignments

Model assignments for accounts can be viewed from the Manage Clients > Model Assignments tab. Click to display details about the investments in the assigned model.

Reassigning Models

Use the following process to change which model is assigned to a given account. If you need to apply a custom model that is not predefined in the Portfolio Manager already, see Customizing the Model for an Existing Account instead.

  1. Navigate to Manage Clients > Model Assignments.
  2. Use the Filter by models and Search to locate the account to modify.
  3. Use the Model drop-down to select and set a different model for the account. You will be asked to confirm the change.

Users of the Client Portal will see the change on their next login.

NOTE: Changing the model with this method does not generate a new IPS. You will need to use the Grow Practice > Dashboard to generate a new IPS or complete one offline if needed.

    • Related Articles

    • Customizing the Model for an Existing Account

      If your firm settings allow for editing and customizing a model during proposal creation, it is also possible to customize an account’s model after the account has been opened using the process below. If you simply want to switch an account to a ...

    • Dashboard Card: Accounts by Investment Model

      Accounts by Investment Model is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Accounts by Investment Model Accounts by Investment Model shows a treemap chart of the ...

    • Viewing and Editing Target Portfolio Details

      From the Target Portfolios tab of Investment Management, any existing target can be opened in a detail view to examine its contents, check performance, and edit the target parameters as needed. To open a Target in detail view, navigate to Investment ...

    • Model Center Overview

      The Investment Management > Model Center tab provides a location for you to browse models available within the platform that can be used to create Target Portfolios. Navigation Controls In addition to Standard Grid Controls, the following controls ...

    • Viewing Reports

      Saved or shared reports are accessed from the Custom Reports list in the Manage Clients Dashboard. Begin by navigating to Manage Clients > Dashboard and locate the Report in the Custom Reports list. Use the Report Types Selected drop-down to filter ...