hmtoggle_arrow1Points to Cover:

The intent of this screen is to help the client visualize their desired ideal portfolio based on risk and taxation class.
hmtoggle_arrow1Example Script:

This screen represents your desired allocation mix. This is what you say you want.
hmtoggle_arrow1The Math:

Asset tanks are filled based on account risk and taxation preferences previously entered by the client. Tanks are filled in order from bottom left to top right.

On-Screen Video Training