Total portfolio - Brief guide

What is Total Portfolio?

Total Portfolio combines existing holdings and proposed goal portfolios into a single asset allocation view, giving you and your clients a complete picture of the investment strategy across all assets.

When to use Total Portfolio

Review overall asset allocation

See how investments are distributed across asset classes when combining existing holdings with new proposals.

Verify risk alignment

Check whether the complete portfolio (existing + proposed) aligns with the client's risk preferences and target allocation.

Client presentations

Present a comprehensive view during client meetings to show how new investments complement existing positions.

How to access Total Portfolio

Total Portfolio must be enabled in your configuration. Once enabled, follow these steps:

Step 1: Prepare external assets

Tag all external assets you want to include by assigning them to asset classes.

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Step 2: Assign accounts

Assign internal accounts to goals or mark them as "Keep in total portfolio" using Portfolio Actions.

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Step 3: Create investment proposals

Build the investment proposal for each goal in the advisory workflow. This is done on the advisory page.

Step 4: Navigate to the proposal page and access Total Portfolio

Go to the proposal page where you can drill down into the client recommendations.Click on the Total Portfolio analysis option to view the consolidated asset allocation chart.

[Screenshot: Location of Total Portfolio in the proposal page]

What you'll see

The Total Portfolio view displays an asset allocation chart showing the distribution across all asset classes, combining:

• Existing holdings (both internal accounts and external assets)
• Proposed investments across all goals

Tips for using Total Portfolio

• Tag external assets consistently: Ensure all external holdings you want to include, are properly assigned to asset classes for accurate portfolio representation. Items not assigned will not be included.
• Review before client meetings: Check Total Portfolio before presenting proposals to catch any unexpected allocation imbalances
• Use for risk verification: Compare the total allocation against the client's risk profile to ensure the complete strategy aligns with their preferences
• Include what matters: Use "Keep in total portfolio" strategically—include holdings relevant to the investment strategy, exclude those outside your advisory scope

Questions? Contact support

Updated on: 30/09/2025