Workflow Tools
Compare a Client Portfolio with a Model
Place a client portfolio beside a model portfolio to review differences in holdings, allocation and risk.
How to Use Compare
YouTubeGenesis Guide video tutorial · 23 sec
Compare helps you review a current client portfolio against a model or proposed portfolio using the same analytical context.
How to compare
- Open Compare.
- Select the client or current portfolio.
- Select the model or proposed portfolio you want to compare against.
- Review differences in holdings, allocation and risk.
- Use the comparison as analytical support for your review or proposal workflow.
Related topics
- Compare
- Model portfolios
- Client portfolios
- Proposals