The Portfolio Comparison tab in the results section of your client's risk assessments allows you to compare your client’s current portfolio or accounts against their risk assessment result.
You can also use the portfolio comparison section to demonstrate that a client's existing portfolio or a portfolio allocation you have recommended falls within the range of their Tolerisk score.
To access the Portfolio Comparison Section -
- Click into the Risk Assessment that you want to work with. This can be accessed through the "Clients" or "Risk Assessments" tab.
- Then, click the "Results" denoted by a star icon on the top right side of the web page.
- Here, you will see a section labeled “Portfolio Comparison" in the list on the right side of the page.
- Here, you have the ability add up to four portfolios/accounts, which you create on the "Portfolios" page located under the Portfolio Analytics dropdown.
- Click the "+" symbol to add up to four portfolios to this page, and then click the "Save" button on the top left side of the section.
- Once you select your portfolios/accounts, you will see how the Tolerisk scores of these accounts compare with your client's Tolerisk score, as well as some aggregate statistics for each portfolio included on this page.
The video below walks you through the features of the Portfolio Comparison page -