Advisors Assistant/AdvisoryWorld ICE Reports
Client Marketing Systems, Inc. has partnered with AdvisoryWorld to bring you detailed investment analysis reports utilizing the AdvisoryWorld ICE application.
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These analysis reports can be run directly from within the Investment Module of Advisors Assistant. It's so easy, all you have to do is right-click on the investments you're tracking for the client in Advisors Assistant and the investment data is sent over to AdvisoryWorld to run the reports.
The Advisors Assistant ICE Reports are available for stocks and mutual funds only.
A movie and sample reports are available below to show how easy it is to run these detailed ICE reports from within Advisors Assistant. Internet access is required to run these reports once you subscribe.
The Advisors Assistant ICE Reports are only using a specific area of the AdvisoryWorld ICE product, but you can find out more about the full capabilities of AdvisoryWorld’s ICE application by calling 800-480-3888 or clicking the link to www.AdvisoryWorld.com.
Advisors Assistant/AdvisoryWorld ICE Reports Movie
To see a movie showing how easy it is to run the Advisors Assistant ICE Reports, click on the Play Movie button below. You'll need the latest version of Windows Media Player (Version 10) or RealPlayer and have your Windows display set to a minimum of 800x600 to view the movie.
Advisors Assistant ICE Reports Movie
Advisors Assistant/AdvisoryWorld ICE Sample Reports
Click the link below to open samples of the AdvisoryWorld ICE reports in PDF format. You'll need the free Adobe Reader, available for download from www.adobe.com. You can view or print the reports once they've opened.
- AdvisoryWorld ICE Investment Report - Stock
This is a sample of the report you can print from within Advisors Assistant for an individual stock. - AdvisoryWorld ICE Investment Report - Mutual Fund
This is a sample of the report you can print from within Advisors Assistant for an individual mutual fund. - AdvisoryWorld ICE Account Report
This is a sample of the report you can print from within Advisors Assistant for a client's account. It's a combination of 3 reports: the Portfolio Overview, Overlap, and Dollar Growth Graph which includes a comparison of the account to benchmarks. When printing the reports you can choose to print just one of these reports or all three.
Advisors Assistant/AdvisoryWorld ICE Reports Cost
These detailed ICE reports are available from withn Advisors Assistant for just $25/month per producer, paid by a monthly bank draft.
Increase the power of your Advisors Assistant today by calling 800-799-4267 and adding the AdvisoryWorld ICE Reports.
ICE Reports brought to you by:
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