The Retirement Account Dashboard

Overview

Our Model Portfolio Manager tool allows you to:

Create model portfolios and place clients into them
Select from your list of model portfolios and place a client into one* model portfolio at any stage
Create, amend and close models
Change the model portfolio which automatically updates the customers’ investment strategy (regular premiums will be invested in line with the updated model). Current investments won’t change in line with the new model portfolio until either an ad-hoc or auto rebalance is instigated
Models can be created by a network, firm or an individual adviser
Advisers can assign multiple clients to a model in one go, or change a model that multiple clients are assigned to
Models will be shown in illustrations and annual statements
Perform an ad-hoc rebalance to a model, which will impact all clients invested in it
Regular auto rebalance cannot be set at model level, only individual client level

* You can only set one investment strategy for a client across all of their Pension Drawdown accounts (i.e. one model portfolio, or a series of funds with a strategic allocation). A different investment strategy can be set up for Pension Savings.