We know how important it is to provide flexibility in managing model portfolios. Our pre-populate and exclusion tools provide greater flexibility and when implementing model portfolios.

• Exclude assets from models based on your clients’ individual needs, giving you greater control over how you manage assets held in or outside the model. This enables advisers to run a core/satellite strategy by allocating higher percentages to those model portfolio assets that they wish to segregate and manage independently
• Pre-populate and create bespoke investment strategies (account level model portfolios) from existing licensee or practice model portfolios
• Create client-specific investment strategies (account level model portfolios) based on their clients’ existing asset mix