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Invest in Multiple Models

A client can elect to allocate their investment across multiple Models.

To invest in multiple Models

  1. From the Display Selector, choose the client account that will be investing in multiple Models.
  2. Right-click the Models header row and select Invest in Models.
  3. Specify the amount you want to invest in each available model. You can enter values by:

The investment is distributed amongst the selected Models based on the existing structure of each.





Important Disclosures