Welcome to GlobeAdvisor! You can return to this screen at any time by
clicking Help in the Navigation Bar.
Detailed help is available on the topics listed below.
Become a GlobeAdvisor; register now!
Public Home Page
|Home||Use your personal Personal Home Page, edit your personal information and default settings for plans and presentations, or create personal fund and stock lists.|
|Clients||Set up personal files for each of your clients, track communications, and view client reports and lists.|
|Planners||Set up client plans for retirement, asset allocation and tuition.|
|Portfolios||Track the performance of clients' holdings: Create/edit portfolios Add Funds Stocks Other Investments Cash Reports & Charts.|
Select a group of funds and stocks based on pricing, performance, rankings and holdings,
for reporting and charting.
Selecting Funds Selecting Stocks and Indexes
|Reports||Create detailed reports on selected funds, stocks and indexes|
|Charts||Create performance charts for selected funds and stocks.|
|Profiles||View detailed profiles on selected stocks, funds and companies.|
|Presentations||Create customized presentations for your clients.|