Right now there is no provision in screen to update Client Target Asset allocation either by individually or bulk. Please provide this option in setting screen.
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Vijaibabuposted
about 2 years ago
It would be better if we get a screen to make individual & changes rather downloading and uploading excel
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Anuj Jainposted
about 2 years ago
Admin
Hi,
You can update Target Asset allocation for 1 client from Clients menu >> Edit Profile >> Account Information tab (2nd tab)
For Bulk update, you can download the Clients menu Excel file from top right corner. Enter the Target allocation in columns and upload the same file from Clients menu top right corner >> Upload button.
Right now there is no provision in screen to update Client Target Asset allocation either by individually or bulk. Please provide this option in setting screen.
0 Votes
2 Comments
Vijaibabu posted about 2 years ago
It would be better if we get a screen to make individual & changes rather downloading and uploading excel
0 Votes
Anuj Jain posted about 2 years ago Admin
Hi,
You can update Target Asset allocation for 1 client from Clients menu >> Edit Profile >> Account Information tab (2nd tab)
For Bulk update, you can download the Clients menu Excel file from top right corner. Enter the Target allocation in columns and upload the same file from Clients menu top right corner >> Upload button.
Regards
Anuj Jain
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