|
|
| | | | Sample Reports | | | | | Alert Setting
| | Lists all alerts set for a given plan. Advisors can review pre-set alerts with clients, highlighting their attention to detail and desire to maintain a consistent and successful plan.
|
| |  | 26K | |
| | | | Triggered Alerts | | Indicates material changes based on the alert settings within a plan’s holdings. Summarizes and categorizes these changes for efficient plan monitoring and management at the plan level. |
| | | 30K | |
| | | | Fund vs. Fund | | Presents a side-by-side comparison of any two funds for quick assessment of similarities and differences. Recommend new investment strategies by illustrating key differences of one fund versus another. Available only in Mutual Funds Advanced module. |
| | | 31K | |
| | | | | | |
|
|
|
|
