Creating and Managing Groups

You can group client accounts and generate an aggregate Tolerisk score

You can create Groups of accounts or securities in Tolerisk and generate risk levels for these. Creating Groups in Tolerisk can be done within a few simple steps. 

To create Groups of Accounts in Tolerisk -

• Click the "Accounts / Groups" tab under the "Portfolio Analytics" dropdown on the left side of the website. Then, click the "Add account/Group" button on the top right.

• Under the "Type" dropdown, select "Group".
• Fill in the other information prompted to you in the popup.
• Choose from the selected client’s accounts and move them to the Linked Accounts section to create a group.

• Once you have done this, click "Save." You will see that the Group will populate as a new row on the accounts or groups page.

• Under the actions section for each Account or Group created, you will see three logos. The first one allows you to delete accounts or groups, the second one will allow you to make any edits, and the third one will run risk levels for the account in question.
• There are also functionalities on the Accounts/Groups page that allow you to perform various tasks related to the Accounts/Groups you have created. 
  
  1. The pie-shaped icon next to the "Account type" column will show you the weights of different securities in each account or group.
  2. The export button will export all the data on the Accounts/Groups page as a CSV file.
  3. The data source dropdown will allow you to filter for items based on their category.
  4. The search bar will allow you to search for accounts or groups by name.

The video below will walk you through the steps listed above -