---
schema_version: "1"
id: 38a03f974bddff767862edde0baf76a9ad7634901f5abd2024d4544297f5c0d9
title: Asset Allocation Component
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_asset_allocation_component.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_asset_allocation_component.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2f3b0cd3550cfe55785572f97baf261f7985dfd0d8aed18c2b52fa073aea22b4
description: 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.
products:
  - Financial Services
release: "264"
---
# 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

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            <p>Available in: Lightning Experience</p>
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and
              <strong>Unlimited</strong> Editions
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## 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/financial_services/images/play_btn.png) Asset Allocation for Financial Services Cloud](https://salesforce.vidyard.com/watch/8sroGy7Lg5mYoLaV91CE4r).

- **[Financial Account Management Standard Objects Setting](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_asset_allocation_settings.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_asset_allocation_record_page.htm&release=264.0.0&type=5)**  
    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.