Customize a Portfolio

To recap the PDF Investment Policy Statement creation process:

  1. Create a new Investment Proposal (Client)
  2. Complete the Client Questionnaire
  3. Select a Model Portfolio (optional)
  4. Customize to create a bespoke Portfolio for your client

At the point of customization, ProStation will prompt you to balance the Portfolio you have created against the Asset Mix recommended by the Questionnaire.

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Add/remove holdings and change instrument allocations to match your client's risk tolerance. The Proposed Portfolio will automatically update as you make alterations.