Abstract: A system and method allows an advisor to identify allocations of investments to each of several model portfolios in each of several investment strategies selected by the advisor, and to select asset classes to use and features to supply, as well as to select a primary and secondary investment to use for tax loss harvesting. Each of several investors is linked to an advisor and prompted with questions whose answers provide an initial assignment of the investor to an investment strategy from among those selected by the advisor to which the investor is linked and a model portfolio of that strategy. Investments are made and redeemed and rebalancing occurs in accordance with the model portfolio of the investor and the allocations of the advisor for that model portfolio.

Abstract: A system and method allows an advisor to identify allocations of investments and/or asset classes to each of several model portfolios in each of several investment strategies selected by the advisor, and to select asset classes to use and features to supply, as well as to select a primary and secondary investment to use for tax loss harvesting. Each of several investors is linked to an advisor and prompted with questions whose answers provide an initial assignment of the investor to an investment strategy from among those selected by the advisor to which the investor is linked and a model portfolio of that strategy, such initial assignment being capable of change from the investor in a limited fashion or the advisor in a broader fashion. Investments are made and redeemed and rebalancing occurs in accordance with the model portfolio of the investor and the allocations of the advisor for that model portfolio.

Abstract: A system and method allows an advisor to identify allocations of investments to each of several model portfolios in each of several investment strategies selected by the advisor, and to select asset classes to use and features to supply, as well as to select a primary and secondary investment to use for tax loss harvesting. Each of several investors is linked to an advisor and prompted with questions whose answers provide an initial assignment of the investor to an investment strategy from among those selected by the advisor to which the investor is linked and a model portfolio of that strategy. Investments are made and redeemed and rebalancing occurs in accordance with the model portfolio of the investor and the allocations of the advisor for that model portfolio.