Quick User Guide – Portfolio Crash Test PRO
Portfolio managers and investment advisors work with clients in a number of capacities. They assess a client's time horizon, performance objectives, and risk tolerance to determine which asset classes are the most suitable investments.
Quick User Guide – CoinOptimizer
According to coinmarketcap.com, as of April 2021, there were more than 9,000 cryptocurrencies that facilitate peer-to-peer transfers of data and value. Where does this leave the individual who believes in the future of these crypto-assets but can’t figure out how to invest in them?
Quick User Guide – RegBI Optimizer
Choose Recommendation wizard option and it takes you tothe process. Choose the client you do a rollover recommendation for.If you create a new client n this step the...Read More
Quick User Guide – Prospects of Wealth
Find a prospect in your area using our search tool Search by a zip code in your area. You can also put in some radius.Choose the source: Executives (the database...Read More
Quick User Guide – 401kFO Steps
Edit Your Settings Step 1. Select the Person Icon in the top Right Step 2. Edit you company details Step 3. Edit your Optimization settings Add...Read More
Quick User Guide – Planisphere
When you first log in to Planisphere, the Search page is your starting point