## Morningstar asset allocation data

View asset allocations using Morningstar data, even for target-date and allocation funds.

## Custom asset class trees

Calculate asset allocations using your fully customized tree of asset classes.

## Custom asset allocations for any security

Provide custom asset allocations for any security, including target-date and allocation funds.

## Custom current vs target asset allocations

Easily compare current vs target asset allocations using your custom asset classes.

## Asset allocation at any level

Aggregate asset allocation for a single account, a group of accounts, fractional shares of accounts, a client household, or even your whole firm.

## Asset allocation on held-away and cryptocurrency accounts

Include held-away, crytocurrency, and manually tracked accounts in asset allocation reports.