FirstNet Adviser help

Assess account impact allows you to view the impact of attaching an account to the model portfolio.

You can run a Client analysis report on clients you would like to add to the model portfolio to assess the impact on their account.

Note: You can assess the account impact for your client(s) against numerous model portfolios however an account can only be attached to one model portfolio.

In selecting 'Add to model and transact' you will attach the accounts chosen to the model portfolio and start the alignment switch process on those accounts.

In selecting 'Add to model no need to transact' you will be attaching the checked account(s) to the model portfolio without processing an alignment switch. You will be able to view the alignment status of the account.

'Adviser auth' refers to whether the adviser has the authority to transact on a clients account.

The Client analysis report shows a comparison of the client’s current portfolio holdings and the recommended portfolio settings as determined by the model portfolio.