The risk-based plan assigns a risk tolerance to your client, based on the responses to the questionnaire. There are five risk tolerances: Very Conservative, Conservative, Moderate, Moderately Aggressive, and Aggressive. An asset allocation is associated with each risk tolerance. You can attach one or more model portfolios to each of the five asset allocations.
To attach model portfolios to the five asset allocations:
Identify the asset allocation that you want to attach portfolios to. In the corresponding Attached Model Portfolio Name column, click the magnifying glass icon. The Find Model Portfolio box will appear.
To remove the portfolios currently attached to this asset allocation, click 
in the Selected Records area. The current portfolios will be removed.
Find the model portfolios you want. Click OK.
The Attached Model Portfolio Name column will be populated with the name of the selected model portfolio(s).
To change the asset allocation assigned to a risk tolerance:
Select the risk tolerance for which you want to change the asset allocation by checking the box to the left of the name.
Click the Assign Allocation button. The Find Asset Allocation box appears.
Find one or more asset allocations that you want to use in the efficient frontier. Click OK.
The selected asset allocations will appear in the Asset Allocation Name column.