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9.
9.1
Operations Related Menus
Model Portfolio
Description: The Model Portfolio menu enables the Operations user with appropriate privileges to
add, modify, and delete the Model Portfolio that is attached to a an Asset Allocation Model for a
risk score. The model portfolio comprises of a combination of investment products, recommended
by the wealth management provider that are suitable for a risk category and will result in an asset
allocation that ties in with the recommended asset allocation model for the risk category.
User Access Levels:
Operations: only the person designated as an Operations user can add, modify or delete the
details under this category.
Screen:
Figure 9.1: Model Portfolio Screen
Screen Navigation: After logging in the system as Operations, select Master  Model Portfolio
from the top menu.
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