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Investment research and portfolio analysis platform.
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FINRA-Reviewed Reports and Graphs
The table below lists reports available in Advisor Workstation. To view a sample of any report, click on the icon in the first column. Click on the icons in the adjacent columns to view the sample report(s) submitted to the FINRA for review and corresponding response letter(s).
The table below lists reports available in Advisor Workstation. To view a sample of any report, click on the icon in the first column. Click on the icons in the adjacent columns to view the sample report(s) submitted to the FINRA for review and corresponding response letter(s).
Report Type Report Name Report
PDF
File
Reports Submitted to FINRA FINRA Response Letter
Research Reports
Collective Investment Trust Investment Detail™
70K
280K
99K
Sustainability
62K
295K
84K
Mutual Fund Investment Detail™ (MAR version)
127K
127K
90K
Mutual Fund Investment Detail™ (MQR version)
80K
129K
90K
Mutual Fund Comprehensive
126K
108K
90K
Variable Annuity Subaccount Investment Detail™
65K
73K
91K
Variable Annuity Comparison
117K
7.47M
26K
Annuity Expense Analysis
955K
955K
23K
Variable Life Subaccount Investment Detail™
71K
65K
90K
ETF Investment Detail™
62K
75K
90K
Closed End Investment Detail™
63K
64K
90K
UIT Investment Detail™
59K
141K
90K
529 Plan Summary
58K
14K
233K
529 Portfolio Detail
30K
108K
796K
Fund vs. Fund
65K
72K
90K
Underlying Holdings
25K
32K
15K
Price and Distribution Report
47K
58K
15K
Share Class Comparison-Hypothetical Analysis
44K
3.20M
43K
Fund Cost Comparison-Hypothetical Analysis
3.17M
3.17M
43K
DC Plan Status Report
269K
151K
98K
DC Plan Comparison Report
191K
159K
99K
Single Investment Detail - Fee Disclosure Report
93K
85K
91K
Single Investment Detail - Fee Disclosure Report (VA Version)
96K
94K
91K
Portfolio Reports
Portfolio Rolling Returns
51K
430K
101K
Proposal Summary Report
139K
109K
101K
Annuity Fit Report
24K
79K
87K
Portfolio Snapshot™
290K
290K
92K
Hypothetical - Portfolio
208K
115K
92K
Hypothetical - Individual
49K
131K
90K
Stock Intersection
42K
44K
84K
Portfolio Comparison
309K
309K
93K
Portfolio X-Ray® Report
276K
276K
93K
Portfolio Fee Disclosure Report
49K
83K
93K
Portfolio Comparison Fee Disclosure Report
70K
92K
91K
Graphs
Investment Growth
53K
108K
23K
Rolling Return
44K
149K
89K
Correlation Matrix
41K
128K
90K
Total Annual Return
47K
147K
89K
Risk/Reward Scatterplot
48K
145K
90K
Return vs. Category
48K
164K
23K
Premium Discount
39K
123K
90K
Assessment Reports
Annuity Decision
97K
97K
99K
Risk Assessment
2.68M
2.68M
155K
Needs Assessment
69K
69K
140K
Historical Asset Allocation
61K
61K
105K
Target Asset Allocation
36K
63K
101K
Wealth Report
332K
1.53M
18K
IRA Comparison and Roth Conversion Calculator
44K
1.58M
22K
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