Access the Quick Reference Guide to help you get started using the new Portfolio Construction and Portfolio Comparison tools.
The guide covers:
1. How to create a portfolio, explaining each of the four options available
2. How to add products to portfolios, make changes and create a time-series based portfolio to track holding and asset allocation changes over time
3. The different portfolio reports available and how to download and schedule to receive by email
4. How to manage your portfolios via the Portfolio Management dashboard, including:
- scheduling to receive portfolio reports by email
- sharing your portfolios with other users in your business
- sending your portfolios to portfolio comparison tool
5. Details on how the new Master Blended Portfolio and asset allocation buckets tool works and can be used to illustrate how different portions of a client's investment portfolio are working towards a particular strategy or goal
6. Details on how to use the enhanced Portfolio Comparison tool
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