Vivid Business

What are Model Portfolios (previously Interest Strategies)?

What are the different portfolio options available to me?

How is Model Portfolios expected performance calculated?

What reports are available to me for my Model Portfolio and how can I access them?

What fees are connected to the use of the Model Portfolios?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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