The Advisor Partners Model Upload Tool standardize the data sent by users.

The Model Upload Tool (MUT) gives clients the ability to change the underlying model by updating %, share values or downloading the existing model and replacing the entire model.

The tool was made to validate data sent to Advisor Partners and ensure managers confidence in the data.:

- Model %:     Upload the new model percentages. The Model Upload Tool will validate the ticker, compare existing % to the proposed new % and validate total % sums up to 100%.

- Share Value:     Upload share quantities to adjust model percentages.

- Download Existing Model:     Download an existing model to csv file.