Model Portfolios

Models provide an efficient process to manage multiple trading strategies for clients without requiring open multiple accounts. Client investments are allocated among instruments in the Model based on the Model's allocation ratios as defined by the account manager.

Create a Model

Initially Fund and Populate a Model

Establish Target Percent Allocations

Fund the Model

Purchase Model Investments

View Models and Positions

Invest Client Funds in a Model

Invest in Multiple Models

Divest from a Model

Withdraw Cash from a Model

Rebalance a Model

Reallocate Funds

Monitor Model Activity

Delete a Model