• Portfolio actions

  Manage and rebalance client portfolios by assigning accounts to goals, processing deposits and withdrawals, and generating transaction lists for executionPopular

• Total portfolio - Brief guide

  View the complete investment picture by combining existing holdings with proposed investments in a single asset allocation chartPopular

• Custom portfolio

  Build tailored investment portfolios with flexible fund selection and allocation when clients need customization beyond standard model portfoliosFew readers

• Advisor note templates

  Standardize documentation across your advisory workflow with templates that guide advisors and ensure compliance at every stageFew readers