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May 2024 - What's New in Advisor View
Target allocations allow you to compare your intended allocation with the actual holdings in an account or group. With this release, you can now create and assign multiple target allocations for accounts or groups. This provides greater flexibility and precision for you when managing accounts and gives your clients deeper insights into the value your management brings to their portfolio. Adding multiple target allocations lets you compare allocations for the same category, instead of comparing your target allocation to different categories.
In System Settings, you can now create up to ten target allocations for an account or group.
Once created, manage target allocations at the account or reporting group level using edit, multi-edit, upload, or account templates.
Then, when you create an Asset Allocation or Holdings report, you choose which target allocation you want to use. The report displays the target allocation you select.
