Contact - PortfolioAnalyst
PortfolioAnalyst consolidates your financial account data, tracks account performance and activity, and provides a broad set of tools for analyzing your current state and planning for the future. You can view all of your reports from a real-time reporting dashboard, quickly drill into GIPS® verified performance reports and analyze portfolio movers, allocations, risk measures, position concentrations and more.
Instructions
To navigate to this page take the following steps.
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From the Contact page, click Client Administration in the top left corner and select Account Management
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Select PortfolioAnalyst.
The PortfolioAnalyst page opens
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Access the following functions from PortfolioAnalyst:
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Dashboard: See the performance of your accounts in a single view, including investment (including your account here if you have one), checking, savings, annuity, incentive plan and credit card accounts at nearly all financial institutions.
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Holdings: See the value and performance of your portfolio holdings by asset class.
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Reports: Create reports that evaluate the performance of your portfolio based on a set of measurement criteria and optionally compare their data to selected industry benchmarks.
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Planning: Utilize our planning tools such as Retirement Planner, Allocation Goals, etc.
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Configuration: Create amount or percent target allocations for asset and sub-asset classes.
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