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
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