This shows you all your Investors rebalancing needs in one go. It suggests options to rebalance the clients portfolio.
Target Allocation for a client can be entered from Clients menu. Click on the Client Name and then click on the Edit Profile button.
Go to the Account Details tab and enter the Equity and Debt Target allocation there.
The Variance in Allocation report will show you how much amount you'll have to either Invest or Switch to rebabalance the Portfolio.
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