Double-click
on a selected image below to view subject in detail. |
System
Setup
| Proceed
through System Setup to define the scope and boundaries of your investment universe. After
the initial setup, Investor's WorkStation will let you be creative while it does
most of the work for you. How
to Create a Portfolio in a Flash |
| Prices
may be updated from the Internet or from any standard 'comma' separated CSV text
file such as Excel. |
| Add
your own modifiable database of Investment Sectors, Investment Categories, and
Investment Qualities to develop the foundation for your investment universe(s). Investment
Sectors and Investment Categories may be listed by investment type, economic,
and/or user unique preferences. |
| Create
general and specific modifiable Asset Allocation Table Matrixes that will
define the scope and the boundaries of your investment universe(s) by selecting
and weighting any number and combination of your investment sectors at each matrix
intercept (up to 25 intercepts) of a selected Allocation Table Matrix for different
investor investment profiles.
Allocation Table Matrixes define how capital
will be initially allocated to user selected and weighted Investment Sectors based
on different investor investment profiles; risk tolerances and income capital
growth objectives. Tutorial:
Create
an Asset Allocation Table Matrix Template (2:42) |
| Add
(manual or import -many preinstalled) investments of any type to the Master Database;
investments you are currently recommending, considering, or just watching; individual
bonds and equities, mutual funds, money managers, and user defined. |
| Create
general and specific modifiable Advisor Databases as Model Portfolio Templates
that are linked to a selected Allocation Table Matrix and that are used to create
and modify investment portfolios. Advisor
Databases define how capital will be allocated to the underlying weighted investments
by user defined investment categories of each Investment Sector as set by a linked
Allocation Table Matrix and a selected matrix intercept. Tutorial:
Create
an Advisor Database/Model Portfolio Template (3:00)
- |
| Download
(optional) or input investors' personal information; account name, address, etc. |
| Download
(optional) or input investors' existing investments from a Custodian/BD. |
Process | Create,
manage, modify, monitor, measure, and process individual, selected, or global
investment portfolios in an instant. |
| Create
new Cash and Blended and Allocated investment portfolios with a single keystroke
at the Allocation Wizard Retrieve,
view, and print the Portfolio Standing Worksheet and Dividends Schedule for new
and modified investment portfolios. Tutorial:
: Create
and Allocate a Portfolio Starting With Cash Only (1:19) Tutorial:
Create
a Blended and Allocated Portfolio; investor's existing investments and cash, if
any, with a selected Advisor Database/Model Portfolio Template (3:49)
|
| Retrieve,
view, and print a Buy/Sell/Hold Worksheet. |
| Export
trades and import executed trades to update investment portfolios (optional). |
| Retrieve,
view, and print an Allocation Recap Worksheet. |
| Retrieve,
view, and print a Portfolio Performance Recap Worksheet. |
| Rebalance
investment portfolios to reset and redistribute current investment capital to
original portfolio investment sector and investment weightings for individual,
selected, or global investment portfolios in an instant to keep all investment
portfolios structurally sound all of the time. Tutorial:
Rebalance
Investment Portfolios (1:14), Reallocate
Investment Portfolios (3:13) |
| Reallocate
portfolios to keep all investment portfolios competitive all of the time by redistributing
current investment capital to modified and or new numbers, selections, combinations,
and weightings, of investment sectors and investments as relative investment values
and market conditions change for individual, selected, or global investment portfolios
in moments; reduce large cap. by 10%, increase small cap. by 5%, increase cash
by 5%, sell 50% of IBM and use proceeds to buy MSFT, use 10% cash to buy American
Funds (AMCPX), update all affected portfolios, and generate reports; all in less
than a minute. |
| Replace
any number and percentage of individual investments in existing, selected, or
global investment portfolios as desired; quickly, completely, and accurately.
Tutorial:
Create
a Block Trade; replace one investment with another in selected portfolios (1:35)
|
| Monitor
investment portfolios by setting
global and/or individual Price Alerts for Advisor Databases and Investor Portfolios. |
| Set
investment sector percentage variance alerts (original verses current) for individual,
selected, or global investment portfolios as an indicator that a portfolio or
portfolios my need to be Rebalanced or that there may be a need to change investment
sector weightings |
| Positions
held by individual or selected investors or by all investors in Investor's WorkStation
may be retrieved, viewed, and printed at any time. |
| Create
an investment portfolio proposal for today and a continuous investment portfolio
management and modification plan for the future. |
| Prices
may be downloaded from the Internet as desired and/or as set by the Scheduler
to update the Master Database and Investor Portfolios. |
| E-mail
reports to clients. |
| Create
fee schedules and clients' bills at the Billing Center (optional). |
