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Advisor Preferences

On this screen, you can set up default values which will appear whenever you create a new report, presentation, portfolio or plan. Note that you can change them at any time when editing the selected item.

Personalized Advisor Logo | Report Settings | Illustration Defaults
General Investment Settings
| Recurring Investment Settings
Retirement Planner Assumptions | Tuition Planner Assumptions

Personalized Advisor Logo

Report Settings

Illustration Defaults

General Investment Settings

Recurring Investment Settings

Use this to set defaults for transactions in Plans which occur on a regular basis.

Retirement Planner Assumptions

Enter any standard assumptions regarding future prospects.

Tuition Planner Assumptions