Your GlobeAdvisor Home Page
Welcome to your personal GlobeAdvisor Home Page! From this page, you can access all the
features of the GlobeAdvisor service. Click on the links below for detailed information on
each of these features.
- To edit your personal information, or authorize assistants to update
client information, click Registration.
- To edit default values for plans and presentations, click Preferences.
- To set up files for each of your clients, including personal and
portfolio information, and create customized client lists, click Client in the
- To select funds and stocks based on pricing, performance, rankings and
holdings, click Filter in the Navigation bar.
- To view detailed profiles on selected stocks, funds and companies,
click Profiles in the Navigation bar.
- To set up client plans for retirement, asset allocation and tuition,
click Planners in the Navigation bar.
- To create customized presentations
for your clients, click Presentation in the
- To create performance charts for selected funds and stocks, click Charts in the Navigation bar.
- To generate detailed reports and create personal fundlists, click Reports in the Navigation bar.
- To create portfolios of clients' holdings, click Portfolios in the Navigation
- To get detailed help on any aspect of GlobeAdvisor, click Help.