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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.
| Getting Started |
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. |
| Filters |
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. |
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