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            Financial Services | Review Asset Allocation

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            Financial Services | Review Asset Allocation

            The Review Asset Allocation action provides wealth advisors with a comparison of an account’s current portfolio asset allocation with their target allocation.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
            Permissions Needed
            To use Financial Services Cloud:

            Financial Services Cloud Extension

            OR

            FSC Foundation

            OR

            FSC Sales

            OR

            FSC Service
            To use Financial Advisor Assistance:

            Einstein for Financial Services user permission

            AND

            Financial Advisor Assistance setting
            To use Financial Account Management standard objects: Financial Account Management Standard Objects setting
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name ReviewAllocation
            Reference Action Type Prompt Template
            Reference Action Summarize Target Allocation
            Does this action execute one or more prompt templates? Yes
            Required Setup Financial Advisor Assistance
             
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