Investment Tracking Web Tutorial
For mutual funds, variable annuities, variable life, stocks, bonds, or any other type of unit based investment:
- Enter and maintain investment products
- Track transactions for blotters and client activity reports
- Initialize investments and maintain investment histories
- Update unit values manually or online using Stockwiz
- Calculate dollar and time weighted rates of return
- Print investment reports, including graphs and performance reports
The Investment Tracking Web Tutorial covers the following topics:
- Tour of the Advisors Assistant Investment View Screens
- Adding and changing Investment Symbols
- Adding investments
- Tracking automatic purchases
- Generating interest and tracking accrued interest
- Initializing investment values
- Updating unit values manually and using StockWiz
- Adding transactions
- Entering Variable Life and Variable Annuities
- Printing Investment Reports including Graphs and Performance Reports
- Changing Report Footnotes
- Investment Utilities, including Reassigning Investments and Combining Investments
- Transferring and rebalancing qualified accounts using Carry Over Basis
The Investment Tracking Tutorial has 6 hours of lessons, and when you purchase it for just $79 you receive 18 hours of time. You can spend those hours however you'd like - 3 people can go through the complete Tutorial, or you can repeat different lessons as many times as you'd like.
There is no expiration date attached to the Tutorials - 6 months from now you can log into the Tutorial if you still have time available.
Call 800-799-4267or 805-773-7981 to start using the Advisors Assistant Web Tutorials Today!
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