Within Atlas you may create Investment Models and assign them to individual firms. The parent firm may assign these models to their sub-firms (or child-firms).
Create an Investment Model:
Steps: Investment Models Tab > Models > Create > Assign name, models, and percentages (must total 100%)
(You may also edit any existing Model by simply clicking on the Model Name)
Publish (Assign) an Investment Model to a Firm:
Steps: Investment Models Tab > Models > Select Models > Publish > Choose Firm to Assign > Publish
*Note: The Parent Firm will be able to see all of the models and which firm each model is assigned to within the Firms column under Investment Models > Models tab:
