Large / Mid / Small Cap Allocation under Asset Allocation of Client Menu

Posted over 1 year ago by Manish Agrawal

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Manish Agrawal

Hi,


Asset Allocation report is great but with missing Large / Mid / Small Cap Allocation. It would be very nice if we can incorporate the same in Asset Allocation option. Client Portal > Reports > Asset Allocation.

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Anuj Jain posted over 1 year ago Admin

Sir, it's already available in Asset allocation report. Kindly check.



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