Sector Models

Sector Models - Fix Sector splits
Sector Models (Fix Sector Splits) On occasions you may notice that some funds are not allocated correctly, all funds within a sector model must be assig...
Mon, 16 May, 2022 at 2:54 PM
Sector Models - Check assignment
Sector Models (Check Assignment) If you want to check what funds are assigned to which sector, this could be due to a report showing a larger percentage...
Mon, 16 May, 2022 at 2:55 PM
Sector Models & Hierarchies
Your Sector Model is completely reliant on how you want this to display within the Fastrak application.   This area is basically the way that your Clients...
Tue, 12 Jul, 2022 at 10:13 AM
Adding Sectors to New Model Portfolio Funds
Very occasionally you will review your Model Portfolios and add funds which none of your clients already hold. This will lead to your Model Portfolio area i...
Tue, 12 Jul, 2022 at 11:06 AM
Asset Allocation Chart
This widget charts the overall breakdown of funds per sector, as defined by the selected sector model. Based on the sector models defined in the Sector M...
Wed, 13 Jul, 2022 at 3:23 PM
Multi-Sector split
Within Fastrak you need to tell the Application where funds should be reflected within your Sector Model - https://setfastrak.net/Support/KnowledgeBase/Arti...
Mon, 15 Aug, 2022 at 2:37 PM