Large / Mid / Small Cap Allocation under Asset Allocation of Client Menu
M
Manish Agrawal
started a topic
9 months ago
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.
1 Comment
A
Anuj Jain
said
9 months ago
Sir, it's already available in Asset allocation report. Kindly check.
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.