The Dispatch

Model Center Advanced Search – Phase 2

With 500 pre-built models now in your Model Center, filtering by investment characteristics, such as asset class, size, style, and geography can be a challenge. We are building advanced model search functionality, and phase 2 is now live. All 500 models have been tagged with relevant characteristics and the beginning of advanced search functions is live.

In the Model Center on the right click on Adv. Search. In the pop-up you have several options as shown in the screenshot below. Note that in this first phase you only select one filter at a time. Coming in the next phase will be the ability to combine with “and,” “or” and “exclude.”

Clicking on the “Customize Columns” button now presents for your selection columns in the view for all the advanced search categories, as shown below. 

By selecting one or more of these categories to appear in the view as columns, you will be able to easily scan the Model Center and see the characteristics of each model. 

If you have questions about Model Center Advanced Search, please reach out to your Freedom Advisors Consultant.