Advisor customers can create portfolio models (sets of assets) around the causes your clients and leads care about, then re-use with any number of clients and leads. Reach out to us at support@ethosesg.com or grab some time here if you'd like any additional help setting up portfolio models.

1. Navigate to portfolio models  

Navigate to Clients > Portfolio models and select the "+ Model" button.

2. Set model name and description  

Set a name and description for your model (optional, but helps you keep track of your models).

3. Add assets

As you add assets, they'll appear in the Assets table.

You can add assets using any of two options. First, you can import from a CSV file. To do this, click the "+ Import" button near the top-right.

Second you can build a model using filters. After you have clicked on the "+build a model" icon and named it, you can use Ethos's screening function to add in companies, funds, and cash. 

4. Set assets and save  

Set asset weights and save your model. Adjust weights in the Assets table.

When you're ready, click "Save" to save your model.

5. Use your model

You can now use your model with any portfolio. When you create a portfolio, just select your model from the "Apply model"

6. Copy an existing model

You can also copy an existing model by navigating to "clients" then "model portfolios." Once there you will see all model portfolios created. Simply hover over a portfolio and click on the "copy" icon.