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Updating Asset Class Distributions on Products

Michelle
  • Updated

You can update the asset class distribution of a product in Client Manager

You can do this when you notice the existing asset class distribution of a product doesn't look right.

  1. Go to your product, and scroll down to the bottom where you see the 'Product asset class distribution' tab.
  2. Click the PRODUCT ASSET CLASS DISTRIBUTION button:
  3. Adjust the asset classes and % as you prefer
  4. Update the allocation date to today to reflect the change from today's date
  5. Click Save when finished editing.

Please keep in mind, if the source of the product you are editing is 'Square One Research' or 'Lonsec' (not a custom product), your update will override the data provider's setting. 

If you have any questions, please email our support team at cmsupport@openmarkets.com.au