Rebalance Model Portfolio

Once changes have been applies to a Model Portfolio, a warning message will be displayed to indicate the that changes have not been applied to the clients portfolios which are assigned to the model

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In order to apply the changes to the clients, the portfolio/s must be rebalanced.

To rebalance a mode portfolio, click the Rebalance button

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Screenshot 2023-11-29 at 10.06.49 am.png

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A pop-up will then be displayed that shows the new weights

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Screenshot 2023-11-29 at 10.34.54 am.png

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A note can be edited/attached to the rebalance (up to 500 characters).

To confirm/authorise the rebalance, slide the confirmation toggle to true/on and click the Authorise button.

Once the page refreshes, click on the Model Dashboard tab in the Rebalance Dashboard (for admin users) will be shown to track rebalance progress.

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Screenshot 2023-11-29 at 10.36.47 am.png

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See

documentation⁠

for further detail on the Rebalance Dashbaord

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