Advisers can control assumptions on a per client basis. Assumptions they can control are as follows:
| Adviser level | Features | Relevance |
|---|---|---|
| Set strategy considerations per client | Adviser can specify what strategy recommendations can be considered for optimisation | This allows the adviser to remove strategies from the optimisation problem that are not consistent with the client/s objectives or risk tolerance. |
| Pre-determined strategies | Adviser can specifically nominate a desired strategy that the model must do. | This allows the adviser to insert their own view or a specific client requirement directly into the model. |
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