Planit:Introduction to the Asset Allocation Screen (Canada)
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The Asset Allocation components of Planit are recognized in the industry as one of the most dynamic in any planning software available. Our asset classes are based on feedback from individual and corporate users and also based on research and a study of trends in the industry.
On the Asset Allocation screen you’ll notice a new drop down list called “Portfolios” where you can select the portfolio you wish to view. In the example below you’ll see that you can discretely look at the current asset allocation and the target asset allocation for each portfolio. You can also override the recommended investment profile and select an alternative. When you do this, the screen will refresh and display the Recommended Profile above the Selected Profile so you can clearly see that you have elected to choose your own target, or set a custom one.
Having this ability to build portfolios with unique asset allocation targets, based on the investment objectives and goals associated with each portfolio is a powerful feature that allows you to make recommendations that are truly suitable to the needs of your clients.
And finally you can choose to see a view of “All Portfolios” which presents a consolidated view of the Current and Target asset allocation for all of your portfolios rolled up.
This will allow you to see the overall asset allocation for all of the family’s investments and the projected returns and risk associated with the consolidated portfolio.