Advisor tagging in MProfit makes it easy to assign specific assets or portfolios to advisors, track performance, and review holdings on an Advisor basis. Here’s a step-by-step guide to get started.

Step 1: Go to the Analytics tab.

Step 2: Choose the Family Group or portfolio where you want to tag an advisor.

Step 3: Click Portfolio.

Step 4: Find the Actions dropdown and select Tag Advisor.

Step 5: Click the dropdown and choose Add Advisor.

Step 6: Enter the advisor’s name, email, and phone number. Click Add to save.

Step 7: The new advisor will appear in the dropdown. Select the advisor.

Step 8: Review the list of assets and portfolios. Check the boxes for assets you want to tag to the advisor.

Step 9: Click Save to finish tagging selected assets to the advisor.

Now, the assets are successfully linked to the chosen advisor.

Tag an Entire Portfolio to an Advisor

Step 1: In the left navigation, select the relevant Family Group, then pick the portfolio you want to tag.

Step 2: Enter the Portfolio section, click Actions, and select Tag Advisor.

Step 3: Use the dropdown to Add Advisor if needed, enter details, and hit Add.

Step 4: Select the advisor from the dropdown and proceed.

Step 5: Use the Tag Entire Portfolio option.

Step 6: Choose to tag either all assets or only untagged assets. Click Confirm, then Save.

Your whole portfolio is now tagged to the selected advisor.

Review and Analyze Advisor-Based Holdings and Performance

Step 1: Head to the Dashboard in your Family Group or a particular portfolio.

Step 2: Click on Holdings. Here, you’ll see holdings grouped by Category, Asset Class, and Advisor.

Step 3: Assets without an advisor show up under “No Advisor.” Drill down to see holdings tagged to specific advisors.

Step 4: To view performance by advisor, go to the Performance tab.

Step 5: Scroll to the performance-by-advisor table and click View Table.

Step 6: Use the new Advisor tab in the left navigation to quickly filter holdings and performance for any specific advisor, group, or portfolio.

Here, you can review individual holdings, view advisor-specific performance, and analyze asset allocation at a glance.

Advisor tagging in MProfit helps you stay organized, provides detailed performance insights, and simplifies advisor-driven analysis. Use these tools to make your portfolio management even smarter!