All > Model Portfolio Construction & Analysis > Finding Matching Models

Finding Matching Models

StratiFi makes it easy for you to find a suitable model for your client or prospect. You can find such models under the Match Models tab. See the instructions in this course to understand.

  • Go to the Client or Prospect detail page
Match Models
  • Make sure you have both Portfolio Risk and Risk Tolerance set
Portfolio Risk and Risk Tolerance Set
  • Navigate to Goals and Accounts
Goals & Accounts
  • Expand the relevant account
Expand & Relevant Account
  • You’ll see the account details
You see the account Details
  • Click on Matching Models Tab
Matching Models Tab
  • You’ll see a couple of your model portfolios that are in line with the risk tolerance for the account
Risk Tolerance

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