The next instalment in our popular series on getting the most out of your favourite platform takes a look at Fidelity's Fundsnetwork.
Model Portfolio Centre This enables advisers to create, save and manage model portfolios for a range of client needs. The portfolios can either be shared with the entire advisory firm or individual advisers can create their own tailor-made model portfolios. Each portfolio can contain up to 30 different funds and advisers are able to stipulate the percentage allocation to each. Portfolio Rebalancing This allows advisers to realign their clients’ portfolios in response to market movements or changing needs and goals. Advisers have the option of rebalancing individual client portfolios ...
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