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Variable Annuities/ Life Advanced Module
VA Suitability Manager  
Asset Allocation Module
Overview  
Defined Contribution Plan Module
Overview  
DC Plan Status Report  
DC Plan Comparison Report  
Hypothetical Module
Overview  
Portfolio Mode
Introduction to the Advisor Palette  
Create a New Client File  
Create an Unscheduled Portfolio  
Update a Portfolio in Allocation View  
View On-Screen Detail in Snapshot View  
Print the Portfolio Snapshot™ Report  
Create a Scheduled Portfolio  
View Graphs and Reports in Scheduled Portfolio View  
Create a Custom Layout and Correlation Matrix in Database View  
View Portfolio Holdings by Weighting in Stock Intersection    View  
Monitor Portfolio and Investment Changes with Alerts  
Aggregate Client Portfolios for a Holistic View  
Presentations and Education Module
Overview  
Using Presentations & Education Materials with Clients  
Research Mode
Find Investments in Spreadsheet View  
Display and Print Investment Detail™ Reports  
Search an Investment Universe by Criteria  
Create and Rank a Custom Field Layout  
Save and Retrieve Search, Layout, and Rank  
Create Advanced Search Using And, Or, and Not  
Find Indexes, Categories, and Objective Averages for Benchmarks  
Graph the Growth of $10,000  
Graph the Rolling Period Return  
Graph the Risk/Reward Scatterplot  
Review Fund or Subaccount Holdings  
Rank a Fund or Subaccount by a Stock or Bond Holding  
Introduction to Advanced Analytics and the Morningstar Page  
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