Question: When recommending a portfolio, it appears you can only make a suggestion regarding the entire client portfolio. If a client has eight different accounts, is it possible to show suggested portfolio for each account? For example, if the recommendation shows to re-allocate $100,000 of cash, how would the client know what cash in what account?
Answer: We Recently updated this to allow a specific allocation for an account. You will see at the top of the Account Details Screen in the Planning Tab a drop down box to choose the desired asset allocation type for the specific account.