Sharing your portfolios with another advisor
If you want to share portfolios with other advisors in your firm, your license must be set up with the ability to Share. To activate this setting, please contact customer support at firstname.lastname@example.org. Please note that portfolios linked from integration partners can not be shared with other advisors.
To Share a portfolio, simply check the Shared column to the right of any portfolio or model in your account. If the portfolio is held within a folder, the folder scheme will be shared as well.
Portfolios shared by another advisor
Your portfolio list may include portfolios provided by another advisor. For example, if an advisor or analyst in your firm is responsible for creation of model portfolios, he/she can make these model portfolios automatically available to you.
When an advisor shares portfolios with you, these portfolios are in a folder 'Shared by ...', as shown below:
If a portfolio is shared with you:
- it is updated automatically when the owner makes changes to it
- you can make changes to the portfolio, but you can not save the changes