The asset classes that are created can be viewed at the firm level, as well as the client level.
The firm-level asset classes can be viewed by going to Reports → Investments. Next to 'Asset Allocation', it defaults to Morningstar if no custom asset class is set. To select a different asset class set, click the drop-down arrow next to Morningstar to select a custom asset class set.
The custom asset classes can also be viewed at the client level under Reports → Holdings.
