Portfolio Construction - Quick Start

1. Risk Profiler (optional)

Determine your client's risk profile using a simple questionnaire.

Note: a subscription is required for this feature.

2. Portfolio Settings

Define portfolio settings including the Asset Allocation model, strategy and apply product filters if required. Products can be pre-populated based on Lonsec blends or fully customised.   

Product weights within the portfolio are updated automatically in accordance with asset allocation and strategy setting changes.

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3. Portfolio Details

Modify product selection and weights as required.

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4. Portfolio Comparison

Compare up to five portfolios in relation to:

    • Asset allocation
    • Performance
    • Price
    • Risk

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5. Portfolio Reports

Generate PDF & Word reports for presentation to clients.

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6. Updates

View rating changes for products within this portfolio since it was last amended.

Please see 'Alerts' to configure automated email settings.

 

 

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