---
schema_version: "1"
id: 01c9b3573fbc7e9de25e08ee19074406e9150c4221c61ebfd47a344660aaaedc
title: Add the Asset Allocation Component to a Record Page
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_record_page.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_asset_allocation_record_page.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d582b2fbb93439674537fc3a49f44e40313355507b7c60c014f760232160ace2
description: 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.
products:
  - Financial Services
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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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
              </p>
            </td>
          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d38415e42">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38415e42 ">To add the Asset Allocation component to a record page:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38415e42 ">
              <p style="margin-bottom:0;">Financial Account Management Standard Objects
                setting</p>
            </td>
          </tr>
        </tbody>
      </table>

A Financial Asset Portfolio Target Allocation record stores an asset of an account, in one asset class, and optionally, an asset subclass.

The Asset Allocation component can show up to 100 Financial Asset Portfolio Target Allocation records per account. Add the Asset Allocation component to a wide section of the record page for optimal viewing.

1. Edit an Account record page.
2. Add the Asset Allocation component.
3. Save and activate the page.