Where Do I Find Matching Models?

StratiFi makes it easy for you to find a suitable model for your client or prospect. You can find such models under the Match Models tab. See the instructions in this course to understand.

1.   Go to the Client or Prospect detail page

2.   Make sure you have both Portfolio Risk and Risk Tolerance set

3.   Navigate to Goals and Accounts

4.   Expand the relevant account

5.   You’ll see the account details

6.   Click on Matching Models Tab

7.   You’ll see a couple of your model portfolios that are in line with the risk tolerance for the account