PlanTools enables our clients to set up their own Scorecard to evaluate investments held in their retirement plans, using the methodology each client prefers.
One feature within our Scorecard is the ability to toggle "Adjusted Scoring Logic," which allows a Score to be calculated for an investment that lacks history, preventing the investment from going unscored.
To enable/disable "Adjusted Scoring," you'll go to the Scorecard Lab (Labs | Scorecard Lab) and then click on the Modify icon to access the Scorecard's settings.
Within the Modify of a Scorecard, you'll see a check-box option to enable/disable the Adjusted Scoring Logic.
Enabling this will allow you to Score investments with missing history,.