Within the 'Create New Account' journey, and the Account Details tab of any existing client, you will have the option to select an investment strategy. This is not mandatory, but it allows you to link the client to an Advisory or DFM Model, or you can also choose a bespoke selection of funds.

When you switch into a new Advisory Model or DFM Model via this journey, the account will automatically rebalance to the new Advisory Model or DFM Model. 

If you remove a model or edit a bespoke strategy, the existing assets in the account will not be updated to the new strategy until a rebalance is instructed.

Within the payment in and internal movement journeys, you are able to opt to trade new money in line with the client's investment strategy by using the auto-invest option which means you won't have to select each individual fund and the allocation every time.

When a client is linked to a DFM model, they will be included in rebalances and model changes made by the DFM.