Planit:Rebalancing Summary

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In this Video you will Learn...
How do I read the Rebalancing Summary to understand how I've recommended investment products?
• Assume some products or portfolios added
• Align with risk and target asset allocation
• Read target, recommended, and difference
• Adjust fields for Net 0 difference

Keep on Track! Continue training on...
Investment Management Life Planning
Integrated Planning Product Selection Screen
Getting Started

Other Related Topics
Introduction to the Product Selection Screen Apply Favourite Products Apply a Portfolio
Add a Portfolio Target Portfolio Preferred Portfolios

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The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.


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Note: “Equals Button” there will be times that you wish to have your Security Selection create your asset allocation. In order to achieve this, you would click the button. Imp7.jpg


Rebalancing.jpg