Purpose
Portfolio Builder is where advisors:
Construct portfolios
Test allocations
Generate client-ready outputs
Portfolio Construction Workflow
Select models
Move into Selected Models
Adjust weights
Analyze performance
Save as Target
Weighting Mechanics
Default = equal weight
Adjustable manually
Must total 100%
Advanced Controls
Feature | Purpose |
🔒 Lock | Preserve allocation |
⚖️ Rebalance | Equalize unlocked positions |
Minimum Investment Calculation
Updates dynamically
Based on:
Model minimums
Portfolio weights
Performance Analysis
Advisors can:
Select a benchmark
Generate historical performance
Output includes:
Portfolio vs benchmark chart
Model-level contribution
Risk statistics
Proposal Generation
You can create:
White-labeled PDFs
Performance summaries
Fee-inclusive reports (optional)
Saving Your Work
⚠️ Portfolios are NOT auto-saved
To retain:
Click Create Target Portfolio
Targets enable:
Reuse across accounts
Faster implementation
Advisor Insight
Portfolio Builder is where:
Investment ideas become client-ready portfolios