Invest Additional Funds in a Model

When you invest new client funds into an existing, populated Model and if you have Static allocations selected, the new capital is invested using the Model's existing allocation ratios.

Find out more about Static vs Dynamic fund allocations.

The TECH Model has the following investment allocation structure, as shown below. If another client invests 50,000 in the TECH Model, the investment is allocated to achieve the same percentages.