Allocations Dashboard Overview

FT Allocations is a portfolio management tool that allows users to easily and quickly manage their client portfolios.

Learn more about how to navigate the Allocations Dashboard below!

The Allocations Dashboard

The Allocations Dashboard is your home for viewing all your active Allocations.

The standard view is divided into five columns based on the status of an allocation so you can see where an Allocation sits in the workflow.

These five columns are:

1. In Progress: New Allocations populate in the “In Progress” column. These Allocations are either brand-new or being worked on by you or someone on your team.

2. In Review: Allocations in this category have trades on them, and they’re awaiting approval from a manager or higher-level advisor before any action’s taken.

3. Approved for Trade: Any Allocations in this category have been cleared for trade. All that’s left to do is to export the trade file, upload to the custodian, and execute the trades on their platform.

4. Partially Traded: Sometimes, some trades on an Allocation may not have been placed. This can be because a client is dollar cost averaging (DCA), you’re waiting on additional cash, or there’s an interval fund whose window for purchasing or selling has not opened. This means there are still trades waiting to be placed on an Allocation.

5. Fully Traded: A fully-traded Allocation has had all their trades placed at the custodian, and you can go in and check to make sure the trades have been executed in the client’s account. Allocation in the Fully Traded status are automatically archived after 30 days. You can also manually archive an Allocation here by clicking on the action button on the Allocation Card.

Allocation Cards

The Allocations Dashboard is populated with Allocation Cards, each representing an open Allocation you can access.

Allocation Cards sit under each status on the Allocation Dashboard. On the Allocation Card, you can see:

1. Client Name: Displays the name of the client.

2. Last Editor: Shows the date and time an Allocation was last edited.

3. Last Edited Date: Shows which user last edited an Allocation.

4. Notes: Drops down to show any notes a user added when they created the Allocation.

5. Action Button: Displays additional actions available to the user.

You can access an Allocation by clicking on the Allocation Card.

The Allocation Dashboard Infogrid

The Allocation Dashboard Infogrid is the area at the top of the Allocations Dashboard that shows actions you can take.

Actions you take on the Allocation Dashboard Infogrid either create something on the Allocation Dashboard or change how the information on the Allocation Dashboard is organized.

1. Run New

Clicking on the Run New button brings up the “Run New Allocation” dialogue, which you can use to create a new Allocation.

2. Build New

Clicking on the Build New button brings up the “Build New Allocation” dialogue, which you can use to build a new Allocation from scratch.

3. Search Allocations

If you have many open Allocations, it can be helpful to narrow down the list of Allocations to the one you’re looking for. You can search through your Allocations by typing in the name of the client you’re looking for, and the Allocation Dashboard will update to show you the Allocations that match your search criteria.

4. Sort By

If you’d like to refine your Allocation Dashboard to sort your open Allocations by name, created date, or last edited date, you can set these criteria here.

5. Owned & Watching Toggle

This allows you to toggle between Allocations you own and allocations you are watching. Allocations you are an Owner on are Allocations you are assigned to, while Allocations you are Watching are Allocations you have assigned to someone else.

Great! Now that you’re a master at the Allocation Dashboard, the next step is to dive into the Allocation Overview.