Where Can You Create Targets
You can create Targets from Targets Tab
Navigate to Targets tab using:
Dashboard shortcuts - Enterprise Level
Left navigation > Targets
Create A Target quick link
Through the Account Details page - Account Level
Create an Enterprise Target
On the Targets Tab
Click Add New Target
Name the Target using the pencil icon
Add holdings (models, securities, etc.)
New Targets start as 100% cash, so you’ll need to add investments.
Use the search box to find:
Tickers (stocks, ETFs, mutual funds)
Models
Click Add to Target
Each position will appear with 0% allocation
Enter allocation percentages directly in the table.
Assign allocation weights (must total 100%)
(Optional) Add Sub-Targets
Click the hierarchy icon
Search for an existing Target
Enter the allocation percentage
Click Add
Click Save Target
Create an Account-Level Target (Accounts with no Targets)
Open Account Details (if known account)
Open Accounts Summary > filter Target "No Target" > Select Account
Click Create New
Build the allocation -
Follow the same steps to:
Add holdings
Set allocations
Save the Target
Save
This Target is automatically assigned to the account once created
When to Use Each
Scenario | Best Choice |
Standardized firm model | Enterprise Target |
Client-specific customization | Account-Level Target |
Key Insight
Enterprise-level Targets (Recommended)
Can be applied to multiple accounts
Updates automatically flow to all assigned accounts
Any changes will trigger accounts to rebalance
Best for scalability and consistency across clients
Account-level Targets
Created for a single account only
Do not impact other accounts
Useful for highly customized or one-off portfolios