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Performance Benchmarks: Assigning Benchmarks to Households
In addition to the three default Total Performance benchmarks that can appear globally in Performance reports, an advisor can designate an additional benchmark at the Household level for any individual Household. Pre-requisites Benchmarking ...
Rebalancing Accounts
This document describes the high level process of rebalancing the accounts to match their Target Portfolios using the Rebalancer function of the Investment Management tab. For complete details about the controls, navigation, and functions of the ...
Performance Benchmarks: Assigning Benchmarks to Models
Advisors can assign a Performance Benchmark to each Model. These benchmarks then display for all accounts or households using the Model. These are in addition to any specific benchmark already designated for a Household as well as the up to three ...
Service Monitor Setup: Assigning Service Levels to Records
Before assigning Service Levels to Records, you must first have completed the previous steps of setting up the Service Monitor. Be sure to review the Service Monitor Setup: Overview to gain an understanding of how each part works and what needs to be ...
Rebalancer: Accounts to Rebalance Tab Overview
The primary purpose of the Accounts to Rebalance tab is to give you a view into accounts that have met specific criteria of potentially needing a rebalance, allowing you to easily browse through them and select those accounts to actually send for ...