When a user has access client access enabled and Allow Client Level Rebalance settings on, they can performance a rebalance for an individual client against their current Model Portfolio.
to the individual client page. Then click the Queue Rebalance button.
This will trigger a data feed sync for the individual client followed immediately by a rebalance of the individual client against the model portfolio.
When the rebalance is complete, a Project will be available on the Projects page with the rebalance results.
The project name will be in the format of “Model Name - Date”, and a maximum of one project per Model will be created every day. Any subsequent rebalance against that model will be included in the same daily project per model.
To view the results of the rebalance, click on the Project Name
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