Portfolio allocations managed externally by an advisor.
Advisor managed portfolios allow you to manage your clients’ portfolio positions on your own platform.
The donor can request a portfolio from their fund page by clicking the Request Advisor Managed Portfolio
button and completing the form. The advisor may also reach out to us directly to request a portfolio.
See below for a video demonstration of how to request an Advisor Managed Portfolio.
The advisor or manager can manage the portfolio as in normal Portfolio Management.
See below for a video demonstration of how to find and edit an Advisor Managed Portfolio.
The donor can remove the portfolio at any time by setting the allocation percentage to 0%.
Portfolio allocations managed externally by an advisor.
Advisor managed portfolios allow you to manage your clients’ portfolio positions on your own platform.
The donor can request a portfolio from their fund page by clicking the Request Advisor Managed Portfolio
button and completing the form. The advisor may also reach out to us directly to request a portfolio.
See below for a video demonstration of how to request an Advisor Managed Portfolio.
The advisor or manager can manage the portfolio as in normal Portfolio Management.
See below for a video demonstration of how to find and edit an Advisor Managed Portfolio.
The donor can remove the portfolio at any time by setting the allocation percentage to 0%.