Recommend a New Portfolio to Client
Step I: Add client's existing portfolio and your proposed portfolio
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1. Add the new client. Enter client's view.
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2. Using the "Add Accounts" button in Accounts -> Overview, add the client's existing investment account and save.
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3. Click the "Copy Account" button at the bottom of the holdings table.​​​​​
4. You will be brought to the newly created copy of the client's account. You can rename it using the pencil icon, but you might wish to keep the word "copy" or use "proposed" to clearly identify it.
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5. Click the Edit button at the bottom and modify the holdings and market values. Save.
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6. Repeat if client has other investment accounts.
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Note: the "Include in client's AUM" toggle on the copied accounts is automatically turned to OFF to avoid double-counting of client's assets.
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Step II: Comparison
A. Using the "Proposal" tool
​​Streamlined comparison of 2 to 4 portfolios, no portfolio scores.
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From an individual account or grouped accounts, hover over the "More" button in the top right and select "Proposal".
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B. Using "Compare" from the Portfolio Scorecard
​Compare 2 portfolio, with portfolio scores
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From an individual account or grouped accounts, click "Analyze" at the top right. You will land on the Wealthscope Portfolio Scorecard.
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Click the Scale icon on the left of the Scorecard. You will be ask to select your comparison portfolio.
Note: the Performance and Downside Risk scores are benchmarked to a portfolio's asset allocation. If you are comparing two portfolios that have very different asset allocations, exclude the Wealthscope scores in the Scorecard or when you print the Compare page.
Step III: Calculate trades required to transition
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Return to client's existing account. In the top right, hover over the "More" button. Click "Reallocate". Choose the proposed account and click "Next". You will see a list of the Buy/Sell orders required.
​​​​​​​​​Questions? Contact us.