PDF Report of Model Portfolio Statistics
In Progress
Users would like to print off a report highlighting the information presented on the Model Portfolio quote page.
Users would like to print off a report highlighting the information presented on the Model Portfolio quote page.
I like this idea
mandraos@fountainhead-advisors.com (3100)
mandraos@fountainhead-advisors.com (3100)
I was looking into Y-charts because I was exploring TD's vendors and I was looking for a software to create portfolios in. After looking into the free trial I had a few questions. I see you are able to create model portfolios with the software. Am I able to upload client portfolios directly from TDA without having to manually enter the holdings. I currently use a tool called Kwanti, which this is possible. I believe your tool has more analytics to offer. Also, are their any PDFs or reports I can export or build using your software?
I was looking into Y-charts because I was exploring TD's vendors and I was looking for a software to create portfolios in. After looking into the free trial I had a few questions. I see you are able to create model portfolios with the software. Am I able to upload client portfolios directly from TDA without having to manually enter the holdings. I currently use a tool called Kwanti, which this is possible. I believe your tool has more analytics to offer. Also, are their any PDFs or reports I can export or build using your software?
matthew.levy@raymondjames.ca ($3000)
matthew.levy@raymondjames.ca ($3000)
john@meridianwealthmgmt.com ($4800)
john@meridianwealthmgmt.com ($4800)
Requested by Dennis Morton of Morton Brown WM - $4,800
Requested by Dennis Morton of Morton Brown WM - $4,800
Requested by Bob Drury of alphastar capital management - $4,800
Requested by Bob Drury of alphastar capital management - $4,800
Webinar:
cmcdaniel@afn-net.com
mnodilo@pathlightinvestors.com
Webinar:
cmcdaniel@afn-net.com
mnodilo@pathlightinvestors.com
Connor Long at Columbia Threadneedle - $2,400. He's the only user there right now but it's a much larger opportunity.
Connor Long at Columbia Threadneedle - $2,400. He's the only user there right now but it's a much larger opportunity.
Lacey Cobb lacey.cobb@personalcapital.com $14,000
Lacey Cobb lacey.cobb@personalcapital.com $14,000
Requested by Maggie Rappalen at Correct Capital (Part of tru's network $63k)
Requested by Maggie Rappalen at Correct Capital (Part of tru's network $63k)
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