Discuss the visual side-by-side comparison between "what they have" (existing portfolio) and "what they want" (desired ideal portfolio). Tank values can be displayed using class percentage or actual dollar values. Clicking on an "actual account" tank will display the component accounts associated with that tank. |
This shows the what you actually have alongside what you said you want. |
Asset tanks are filled based on account risk, taxation and values previously entered by the client. Tanks are filled in order from bottom left to top right. |