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ASSET ALLOCATION AND FUND SELECTION
Advisor Station is
completely flexible with regard to structuring how strategies and the associated asset allocations are defined. Individual
Advisors are given as much, or as little, control over the mix and weighting of the portfolio as determined by the parent
firm.
The Fund Screening module is amoung the most comprehensive yet simple to use tools in the marketplace. The firm
decides the universe of funds to draw from, and the advisor applies a set of criteria to match and filter the most suitable
funds.
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