✩ Combine complementary strategies to avoid unintended overlap.

✩ Always review portfolio-level minimums before presenting proposals.

✩ Save frequently used allocations as Targets for consistent implementation.

✩ For inherited or complex accounts, review the overlap details carefully to minimize unnecessary trades and tax impacts.

✩ Use the overlap analysis to inform conversations with clients about transition strategies and expected outcomes.

✩ Regularly review and update your holdings data to ensure the tool's recommendations remain relevant.

✩ Document your model selection and transition rationale for compliance and future reference.

✩ Combine complementary strategies to minimize unintended overlap.

✩ Review portfolio-level minimums before presenting proposals.

✩ Save frequently used allocations as Targets for consistent implementation.

✩ Verify all allocations and client details before generating final reports.