Endaoment home page
Search...
⌘K
Ask AI
About
GitHub
Contact
App
App
Search...
Navigation
Collaboration
Allocating
Getting Started
For Donors
For Advisors
For Nonprofits
For Developers
Governance & Legal
FAQ
About
Endaoment for Advisors
Managing Collaborators
Add Collaborator
Remove Collaborator
Collaboration
Granting
Donating
Allocating
Advisor Portfolios
Advisor Managed Portfolios
On this page
Allocating as a Collaborator
Collaboration
Allocating
Advisors can use collaboration to help a client allocate their portfolio.
Allocating as a Collaborator
Collaborators can directly manage your portfolio positions without requiring approval. See
Portfolio Management
for more information.
Was this page helpful?
Yes
No
Raise issue
Donating
Advisor Managed Portfolios
Assistant
Responses are generated using AI and may contain mistakes.