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Allocation Model Name

When creating a new Allocation model, Allocation Model Name allows you to enter a unique name for the Allocation model. Use a name that's meaningful to you and others in your firm.

Best Practices

The following best practices will help you name allocation models:

An example model name might be Aggressive 80/20 Equities - $1 Million +. This shows the risk tolerance, strategy, investment type, and account size of this model at a glance.

Learn More

For more information on creating an Allocation model, see Create, Edit, and Delete Allocation Models.

For more information on basic model concepts, see Learn More About Models.