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Portfolios
Monitor portfolio values, cash levels, and risk alignment across your book of business.
Portfolio list
Search, filter, and manage investor portfolios.
Portfolios
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Quick portfolio actions
Create new portfolio
Set up a portfolio for an existing investor, choose base currency, and link a risk profile.
Review portfolios off target
Identify portfolios with allocation drift or cash drag and prepare rebalance recommendations.
Check cash levels
Find portfolios with excess cash and align with the investor’s funding strategy.
Create a new portfolio
Quickly set up a portfolio for an existing investor.