- Please note this is NOT the DEMO, but a demonstration of the process used by Asset Allocation Analyst to arrive at an asset allocation plan.
- Dummy accounts such as John Doe are used strictly for illustration purposes.
- Click here to learn the basics. For example; how to open the program, work with clients, and their accounts.
Screens Important - click on each step in the process for a brief description and screen view. Or click on the corresponding box in the process schema. Please visit also our Multimedia Presentations section. Process *It should be noted that the process and screens shown below is for information purposes only. Customized versions of the software may differ from the schematic shown below. *** All fields labeled in navy blue are used in the Investment Policy Statement report. ***
Click en the image to view a sample of each report
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