Web Version

Note: For high speed presentations, best results obtained at resolution 1024 by 768.

Get Started with the Analyst (5 minutes).

Asset Allocation Analyst Overview (14 minutes): High speed and speakers required (narrated).

A five- step process PowerPoint slide show presentation.

Sample investment report (pdf)

AAA in Action (pdf)

PC version: Speed presentations: please click on any one of the presentations below for an overview of the respective screens and modules of the Asset Allocation Analyst; (each presentation runs for several minutes, and requires speakers or headphones, high speed internet recommended).

• Build your business using the Investment Policy Statement
• Net Assets screen
• Investing screen
• Needs Analysis screen
• Objectives module
• Benchmark module
• New Portfolio module