Display Individual Benchmarks on Client Reports
To display individual benchmarks (like the S&P 500) on client reports and in the client portal, start by clicking Manage Clients on the advisor dashboard
Then click on Client Portal Settings
Assign benchmarks to all clients
If you want all clients to see the same benchmarks on their reports, click on Global Benchmark Settings
Next, select up to 6 benchmarks to display in all reports, using the drop down menu
Then click Apply Benchmarks to save changes
Customize benchmarks for individual clients
You can also assign benchmarks to each client, in order to customize which benchmarks they see in their reports. Benchmarks selected here override the global benchmark settings.
To start, click Manage or Assign in your client portal settings (clients will show "manage" if they have an existing benchmark setting)
Next, select up to 6 benchmarks to display in the client's report, using the drop down menu
Then click Apply Benchmarks to save changes
Please note, Benchmark data for ETFs represents the "total return" for the ETF, which includes the effect of dividends, splits, etc.