Investment Tracking
Learn to track mutual funds, variable annuities, variable life, stocks, bonds, or any other type of unit based investment.
How To Track 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