Total Portfolio user guide

what is total portfolio? total portfolio combines existing holdings and proposed goal portfolios into a single asset allocation view this gives you and your clients a complete picture of the investment strategy across all assets prerequisites total portfolio requires portfolio actions docid\ emyuf2wbgeodg3h l5pz to be enabled you need synchronized account data to use this feature additionally, you to ensure that calculations are correct, you need to when to use total portfolio review overall asset allocation see how investments are distributed across asset classes when combining existing holdings with new proposals verify risk alignment check whether the complete portfolio (existing + proposed) aligns with the client's risk preferences and target allocation client presentations present a comprehensive view during client meetings to show how new investments complement existing positions how to access total portfolio step 1 prepare external assets tag all external assets you want to include by assigning them to asset classes step 2 assign accounts assign internal accounts to goals or mark them as " keep in total portfolio " using portfolio actions step 3 create investment proposals build the investment proposal for each goal in the advisory workflow do this on the advisory page step 4 navigate to the proposal page and access total portfolio go to the proposal page where you can drill down into the client recommendations click on the total portfolio analysis option to view the consolidated asset allocation chart what you'll see the total portfolio view displays an asset allocation chart showing the distribution across all asset classes, combining existing holdings (both internal accounts and external assets) proposed investments across all goals tips for using total portfolio tag external assets consistently ensure all external holdings you want to include are properly assigned to asset classes items not assigned will not appear in the view review before client meetings check total portfolio before presenting proposals to catch any unexpected allocation imbalances use for risk verification compare the total allocation against the client's risk profile to ensure the complete strategy aligns with their preferences include what matters use "keep in total portfolio" strategically include holdings relevant to the investment strategy; exclude those outside your advisory scope questions? contact support