Investments helps the advisor understand what the household owns, how it is allocated, when the money is needed, and how the current portfolio compares with a target. Open Planning → Investments.
Current views
Summary: high-level portfolio picture and insights.
Portfolio: account and holding detail.
Time Horizons: resources grouped by expected use.
Target Portfolios: advisor-defined models.
Compare: current allocation versus the selected target.
Data quality
Confirm balances, holdings, owner, subtype, tax status, Goal assignment, and horizon. Refresh linked data before a time-sensitive review. Investigate custom or unmapped securities rather than assuming every analysis includes them correctly.
From analysis to recommendation
An allocation difference or Insight is not a trade instruction. Consider client objectives, taxes, gains, restrictions, costs, cash needs, and implementation timing. Add the adopted recommendation to Changes and the execution work to Tasks.
Client delivery
Use Guide components for the selected portfolio story and verify their scope. The portal Investments view is read-only. Clients cannot change holdings, targets, or advisor assumptions.
Review the underlying data first, the comparison second, and the implementation consequences before presenting a change.