Can I make changes to the 'pre-built' models included in my account?

Your account includes 6 pre-built Asset Allocation Models that you can utilize as is, edit, or delete.  To make changes to a pre-built model:

  • click on the 'Edit' button to the far right of the model name (under System Management > Asset Allocation Models)
  • re-allocate the desired asset class changes
  • click the blue link - 'recompute the model statistics above' (located just below the area with the allocation % total)
  • click the blue 'Save' button in the lower right area of the screen
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