Client Dashboard FAQ - CLA (CliftonLarsonAllen)
The data is calculated using annualized returns and includes intra-group flows. Contribution Rate: Contribution rate can be viewed either by Year to Date or Previous 12 months. The data is calculated using annualized returns and includes intra-group flows. Main Page (Dashboard) & Reports . Asset Allocation: The asset allocation is based on our current asset categories. 2016 & 2017 YTD Account ... ................
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