I use Model Portfolios that are risk rated by EV, how can I find these Models when adding Assets?
These Model Portfolios will be recorded in EV as Funds. Therefore, when adding an Asset to a Current Plan or a Revised Plan, you will be able to search for the Model as you would search for a Fund.
In the example below, the search is being done for the Quilter WealthSelect Managed Active 3 Model Portfolio:
To check if the Model Portfolios you use are risk rated by us, try this link: