Asset Allocation Reporting
« on: November 11, 2017, 10:27:17 AM »
I like the addition of Level 2 asset allocation reporting and the detail it provides.  To better manage the stock allocations, however, add a "Level 3" asset allocation report, using the portfolio allocation breakdowns to show Large, Mid, and Small cap stock allocations.  In addition, a breakdown of International stock allocations between Developed and Emerging Markets would be helpful.

Re: Asset Allocation Reporting
« Reply #1 on: November 13, 2017, 01:36:12 PM »

We already offer a 'stock size' allocation as you are requesting for level 2.  That is, when you are on the home page | level 2 allocation tab, you'll notice the add'l tab for sector/size allocations.  You can then use the radio button to choose the view by either sector, or size. You can also review these from the reports menu | level 2 allocation reports.

Our soon to be released new Professional v3 offers the ability for developed and emerging markets.

Hope this helps.  If you have add'l questions, please contact our support team directly at: