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To the right you’ll see the detailed account screen accessed from the “Assets & Liabilities” screen. On this screen a new drop down list has been added called “Portfolio”. The default portfolio that’s created for every client is called “Strategic Portfolio”. This is the “Portfolio” where all holdings for existing clients in the system will be attached after the upgrade of the site to 5.2.
If you don’t have multiple portflios that require separate portfolio objectives, you can just use this default portflio for all of your client accounts. However, you can use the “Add Portfolio” button to add additional portfolio that will ultimately have unique portfolio objectives.
When I create multiple portfolio, I’m then able to identify specific portfolio objectives for each on the new “Portfolio Objectives” screen.