Advisor Preferences

On this screen, you can set up default values which will appear whenever you create a new report, presentation, portfolio or plan. Note that you can change them at any time when editing the selected item.

Personalized Advisor Logo | Report Settings | Illustration Defaults
General Investment Settings | Recurring Investment Settings
Retirement Planner Assumptions | Tuition Planner Assumptions

Personalized Advisor Logo

• File Upload: Enter the path to a .GIF or .JPG file of your logo, which will appear on any presentations or portfolios you create for your clients. You can click Browse to locate the file, then Upload to send it to GlobeAdvisor.

Report Settings

• Number of Rows: Choose the maximum number of rows you want to see on your client reports or fund or stock reports
• Default Tab: Choose which type of report you want to see by default when you call up a fund or stock report. Note that the other types will still be available via the tabs at the top of the report.

Illustration Defaults

• Choose the components you want to see selected by default for all your client illustrations.

General Investment Settings

• Period: Choose either Since Inception or From/To a selected range of dates. Enter dates in DD-MM-YYYY format (e.g., 27-11-1999).
• Initial Amount: Select either a dollar amount or number of units/shares.
• Reinvest Income/Capital Gain: Select Yes if income and/or capital gains are to be re-invested, No otherwise.
• Sales Charges: Choose None, Schedule, or enter a percentage from Front or Back Loads.
• Income/Capital Gains Tax Rates: Enter the appropriate rates, if applicable.

Recurring Investment Settings

Use this to set defaults for transactions in Plans which occur on a regular basis.

• Buy/Sell: Select either Buy, Sell or None (no recurring transaction)
• Buy/Sell Frequency: Select a period from 1-12 months, or Fiscal Year End.
• Amount: Enter the initial amount of the recurring transaction.
• Increase/Decrease by: Enter either a Dollar amount or a percentage by which you want to increase or decrease the transaction regularly. Use a minus sign to indicate a decrease (e.g., -1000).
• Increase/Decrease Frequency: Select a period from 1-12 months, or Fiscal Year End.

Retirement Planner Assumptions

Enter any standard assumptions regarding future prospects.

• Inflation rate %
• Tax rate %
• Investment growth rate before retirement %
• Investment growth rate after retirement %
• Retirement age
• Mortality age

Tuition Planner Assumptions

• Inflation rate % (for tuition)
• Tax rate %
• Investment growth rate %
• Age when child enters college
• Number of years in college