Setting up Blended Benchmarks
This article will show you how to create a blended benchmark to use in Blueleaf.
To create a blended benchmark, comprised of several individual benchmarks with associated percentage weights, start by clicking Manage Clients on the advisor dashboard
Then click on Client Portal Settings
Create a new blended benchmark
To start, click Manage or Assign in your client portal settings (clients will show "manage" if they have an existing benchmark setting)
Click Create Blended Benchmark
Use the drop down menu to select the benchmarks you want to include, and enter the percentage weight in each benchmark
After adding all the benchmarks, and when the percentages add to 100%, enter a name for the new blended benchmark and click Save Benchmark
Assign the blended benchmark to clients
If you need to, you can use the "Back to Household" link to return to the screen where you assign benchmarks
Now use the drop down menu to select the blended benchmark you created. You can do the same thing for any other clients that you want to assign the blended benchmark to.
Click Apply Benchmarks to save changes
Edit an existing blended benchmark
Use the "edit" link next to the blended benchmark to make changes to percentages or benchmark selections
You can also delete the saved blended benchmark, which will also remove it for all clients.