Will my existing model portfolios be migrated over to the new system?
When I edit my model portfolio it creates a new version of the model portfolio, why?
Why does the name of my model portfolio contain my client’s name?
How does the ‘align to target’ functionality work?
Can I add automatic rebalancing to my model portfolios?
What switching options do you have available for managing model portfolios?
Can I hold multiple model portfolios within the same tax wrapper?
Can I hold loose/satellite assets alongside a model portfolio?
Can I hold exchange traded investments inside a model portfolio?
Will my clients see the names of my model portfolios on their documents?
Can I unlink a client from a model portfolio?
Can I select a specific asset within a model portfolio to fund fees and charges?
Can I switch one asset only within a model portfolio?
Will cash held within my model portfolio be used to fund fees and charges?
Can I upload an excel document containing my chosen funds for investment and asset allocation?
How are deposits into or withdrawals from a model portfolio treated?
Who can access and edit model portfolios?
My model portfolio contains a suspended fund. How can I rebalance my portfolio?
What happens to cashflows into and out of a model portfolio that includes a suspended fund?
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