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Client Target Asset allocation setup in setting
2 CommentsSorted by Oldest First
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
It would be better if we get a screen to make individual & changes rather downloading and uploading excel
Vijaibabu
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.