Support

Model Portfolio Overview In order to use the Fastrak Rebalance Report, your Model Portfolios and the funds you require to rebalance will need to be setu...

Create a New Sector Model and Sectors 1. Navigate to Setup -> Sector Models, to set these up or speak to your Fastrak office administrator if you canno...

There are numerous methods to add funds to a sector: Method 1 Creating Sector Models  Add each fund one by one 1. Select the Sector Model  2. Click on...

Create your Model / Risk based Model Portfolios Once you have set up your sectors – you can now set up your Model portfolios. The Fastrak rebalance Report...

How to add / remove a fund from your Model Portfolio? Ensure you have followed your firms process before adding and removing a fund from you Model Port...

  How to update your Model Portfolio & Sector Model  Depending on how often your firm updates/create Model Portfolios, on Fastrak you are able to upda...

How to delete an existing Sector Model? Ensure you have followed your firms process before deleting a Sector Model as this will impact the Reports you prod...

Creating New Model Portfolios   You can access the Model Portfolio area via the Setup area of Fastrak, if you do not have Setup access, please ask the per...