1. Navigate to Portfolios > Model > Asset Allocation

2. Within the Display field, choose how you would like to view the Asset Allocation


If you choose Table or Comparison, you have the option to compare the current and proposed allocation against either the Target (the asset allocation values set for the client) or Risk Profile (set for the client such as Conservative or Balanced) allocation



3. Within the Account field, choose to view the asset allocation for all the account within the client's portfolio or for only a specific account