Asset Allocation Component

Your wealth advisors can get a holistic view of their client's assets by using the Asset Allocation component. On an Account record page, view the data from the Financial Asset Portfolio Target Allocation object related to the account.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions

Explore and Learn

Watch this video to understand Asset Allocation Component for Agentforce Financial Services.

If you aren’t able to watch the view in full screen, open the video on a new tab: Watch video Asset Allocation for Financial Services Cloud.

Financial Account Management Standard Objects Setting
To model financial accounts and related information by using the Financial Account and related standard objects, enable the financial account management standard objects setting.
Add the Asset Allocation Component to a Record Page
Customize the Account record page with the Asset Allocation component so that your wealth advisors can get a holistic view of their client's assets.