Investment Tracking Webinar
Learn to track mutual funds, variable annuities, variable life, stocks, bonds, or any other type of unit based investment.
The latest version of Advisors Assistant is used for all Webinars.
All Webinars are FREE - if your computer can not play sound through speakers or a headset you just pay for a phone call.
Tracking Investments with Advisors Assistant - 1 hour 30 minutes
- Tour of the Advisors Assistant Investment View Screens
- Adding Investment Securities
- Adding Accounts
- Adding investments
- Adding transactions
- Initializing investment values
- Printing Investment Reports including Graphs and Performance Reports
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