How to convert a model into a strategy
1. Navigate to Model Portfolios, then click on "Workspace". Select a model that you want to convert.
2. Once you have navigated to the model, click "Edit".
3. Scroll to the bottom of the model details. Click the button labelled "Set as a Strategy", then click "Save Model & Run PRISM".
How to assign a strategy to a matching model
1. Navigate to Clients, and select your investor.
2. Navigate to IPS or Proposal.
3. Select "Generate a new IPS/Proposal".
4. Under "Select a matching model", click on the model to get a dropdown view and select which model you want to use as a matching model.
5. Click "Generate".
6. Scrolling down, you can see the matching model in the report.
How to see the risk of a strategy and holdings on the account
1. Navigate to clients and select the one you want to view.
2. Scroll to the bottom of the client's page to the accounts section. From here, select which account you want to view.
3. Here, you will be able to view the risk for both the strategy and holdings of the account.
