Blend Benchmarks when creating a Model Portfolio
Planned
Instead of choosing just one index as the benchmark for a Model Portfolio, users would like to assign a blended mix. We could solve this by allowing another MP to be used as the benchmark.
mandraos@fountainhead-advisors.com (3100)
mandraos@fountainhead-advisors.com (3100)
chris@blackhawk-capital.com ($3800)
chris@blackhawk-capital.com ($3800)
ivan.illan@gmail.com ($2400)
ivan.illan@gmail.com ($2400)
tover@sfpwealth.com ($7200)
tover@sfpwealth.com ($7200)
Webinar:
leo@thomasleoadvisory.com
pcohlmia@cthb.net
Douglas.goodman@richardsongmp.com
dillon@parksideadvisors.com
Webinar:
leo@thomasleoadvisory.com
pcohlmia@cthb.net
Douglas.goodman@richardsongmp.com
dillon@parksideadvisors.com
Requested by Huber Financial $13k
Requested by Huber Financial $13k
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