Do you know you can customize the asset classes and the suggested asset allocation portfolios available in Silver Financial Planner? By default, Silver includes six asset classes: Cash & Reserves, Income, Income & Growth, Growth, Aggressive Growth and Other. You can change the default classes and add up to six additional classes, for a total of twelve.
Desktop Edition (shown below):
Go to the menu item "Options" and select “Customize Asset Classes”.
Go to "Settings" and select "Asset Allocation"
Note: Permission settings in Silver Online may limit your ability to view or change the company asset allocation information under Settings. Users with an administrator role will have an [Administration] tab where the default asset classes can be set as the user defaults.
After clicking on the menu item, you will be presented with the default asset classes, their abbreviations and three allocation tables, as shown below for the desktop edition.