Asset Allocation Features
Morningstar asset allocation data
View asset allocations using Morningstar data, even for target-date and allocation funds.
Custom asset class trees
Calculate asset allocations using your fully customized tree of asset classes.
Custom asset allocations for any security
Provide custom asset allocations for any security, including target-date and allocation funds.
Custom current vs target asset allocations
Easily compare current vs target asset allocations using your custom asset classes.
Asset allocation at any level
Aggregate asset allocation for a single account, a group of accounts, fractional shares of accounts, a client household, or even your whole firm.
Asset allocation on held-away and cryptocurrency accounts
Include held-away, crytocurrency, and manually tracked accounts in asset allocation reports.
