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資產分配元件
您的財富顧問可以使用「資產分配」元件,取得用戶資產的整體檢視。在「帳戶」記錄頁面上,檢視與帳戶相關「財務資產產品組合目標分配」物件中的資料。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
您的財富顧問可以使用「資產分配」元件,取得用戶資產的整體檢視。在「帳戶」記錄頁面上,檢視與帳戶相關「財務資產產品組合目標分配」物件中的資料。
提供版本:Lightning Experience 提供版本:Enterprise 及 Unlimited Edition |
觀看此影片以瞭解 Financial Services Cloud 的資產分配元件。
如果您無法在全螢幕中觀看檢視,請在新的索引標籤上開啟影片:Financial Services Cloud 的
資產配置。

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