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Tutorial: Reallocate Investment Portfolios (3:13)

Reallocate portfolios to keep all investment portfolios competitive all of the time by redistributing current investment capital to modified and/or new numbers, selections, combinations, and weightings, of investment sectors and underlying investments as relative investment values and market conditions change for individual, selected, or global investment portfolios in moments.

Enter either or both the Advisor Database and Allocation Table Matrix linked with the portfolios to be reallocated.

Enter the Allocation Table Matrix.

Change the numbers, selections, combinations, and weightings of Investment Sectors.

Enter the associated Advisor Database (Model Portfolio).

Change the numbers, selections, combinations, and weightings investments.

Reallocate individual, selected, or global investment portfolios by either going to the individual portfolios or by going to the Main Menu @ Reallocate Portfolios.

New Reallocated portfolios with reports will be created with a single keystroke.