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Advising Client DAF Assets

Advisor managed portfolios allow you to manage your clients’ portfolio positions on your own platform.

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Requesting a Portfolio

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.

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Managing a 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.

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Removing a Portfolio

The donor can remove the portfolio at any time by setting the allocation percentage to 0%.