|
 |
Holdings & Asset Allocation Model Okay, so what. You have to manually enter the amounts for the individual asset positions. Ever hear of a snapshot? That is all this is intended to provide. No More - No Less! Let's make a deal, Brokers*ACT will do half the work for you. You input the data and Brokers*ACT will calculate the total assets as well as the percentage of allocation for each category (designed to coincide with Allocation Master). Deal?
By indicating if the client employs "Rebalancing" of the asset allocation model, you can easily search the entire database to find out which clients are due for rebalancing. In addition, by imputing the clients major stock positions, you can easily search based on ticker symbol.
This page is also included in the client report. Distinction Number Three Brokers*ACT does not claim to anything it's not! It was never designed to replace excellent allocation programs like Allocation Master. Brokers*ACT does claim to make storing, retrieving and utilizing your client data more efficiently, effectively and profitably than any other AddOn.
View Full Screen - Three Layouts to Choose From