Allocation

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An allocation of assets as related to superannuation, product, or client portfolio.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the applied recommendation.

 

Custom Field Label & API Name

Type

Description

Allocation Type

cloupra__Allocation_Type__c

Lookup (Category)

Type of allocation, i.e. cash, domestic shares etc.

Current Allocation %

cloupra__Current_Allocation_Percent__c

Formula (Percent)

Calculates allocation percentage.

Current Value $

cloupra__Current_Value_Dollars__c

Currency (12, 6)

The current value of the allocation in dollars.

Future Allocation %

cloupra__Future_Allocation_Percent__c

Percent (18, 0)

The future value of the allocation, in percent.

Service

cloupra__Service__c

Lookup (Service)

The service related to this allocation.

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