Planning

You may create a Planned asset (i.e. an asset for which you have no current holding) and may create Planned transactions for any current or Planned asset. AssetView uses Planned transactions to:

1. Create a plan for investments, divestitures, and redemptions;
2. Create a plan for anticipated distributions and expenses (e.g. financial advisor fees);
3. View and assess the potential performance of potential transactions;
4. View and analyze the characteristics (e.g. risk and diversification) of a planned portfolio; and
5. View and analyze projected cash levels and cash requirements.

Changing State

You may change a Planned Transaction or a Pending Transaction to an Active Transaction by Booking it.