Asset Allocation Features

Morningstar asset allocation data

View asset allocations using Morningstar data, even for target-date and allocation funds.

Custom asset class trees

Calculate asset allocations using your fully customized tree of asset classes.

Custom asset allocations for any security

Provide custom asset allocations for any security, including target-date and allocation funds.

Custom current vs target asset allocations

Easily compare current vs target asset allocations using your custom asset classes.

Asset allocation at any level

Aggregate asset allocation for a single account, a group of accounts, fractional shares of accounts, a client household, or even your whole firm.

Asset allocation on held-away and cryptocurrency accounts

Include held-away, cryptocurrency, and manually tracked accounts in asset allocation reports.

Features