How to Create a New Model & Proposal in Advyzon
- 11 Financial |
- 39 steps |
- 2 minutes
How to Create a New Model
1
Navigate to [https://main.yhlsoft.com/home/v2/apps#/dashboard/dashboard](https://main.yhlsoft.com/home/v2/apps#/dashboard/dashboard)
2
Click "All Apps"
3
Click "All Apps"
4
Click "Model Portfolios"
5
Click "New"
6
Click "New Model"
7
Click the "Name Your Model" field. You can title this how you like!
8
Click the "Select" field.
9
Select the appropriate risk objective for this model
10
Click the "Effective Date" field
11
Select the appropriate date (you can set this to today's current date)
12
"Performance Profile" Settings
13
Select "Monthly" for "Advisor Fees" (we bill every month)
14
Enter your "Annualized Fee Rate"
15
Click the "Inception Date" field. (Could be today's date)
16
Enter the amount for which you are creating the proposal for in the "Initial $ Value for Growth Chart"
17
Click "Save + Close"
18
Click the "Search" field.
19
Enter the securities information in this section
