Goals
- Provide Advisors with more benchmark options
- Allow Advisors to create their own blended benchmarks using standard benchmarks
- Allow Advisors to share their blended benchmarks with the firm
Use Cases
- As an Advisor, I would like to benchmark my client’s portfolio against an ETF that represents a more narrow segment of the market
- As an Advisor, I would like to create my own blended benchmarks to be able to create custom benchmarks to measure my clients’ portfolios against
- As an Advisor, I would like the option of keeping my blended benchmarks private or sharing them across the firm.
Capabilities
- Adding more ETFs to the standard list of ETFs available as benchmarks
- Giving Advisors the ability to create custom blended benchmarks
- Allowing Users to share their blended benchmarks with other Firm Users