If you use the optional Investments Module in Advisors Assistant, you can monitor your clients' investment accounts.
The downloading and data entry for Investments is done on the desktop version of Advisors Assistant.
Using The Investments Button
Using the Investments Button from the Client Main Screen will produce a more detailed summary than expanding the Accordion Bar.
Clicking on the Accordion Bar provides a quick summary of the accounts and values.
For a summary with more information, click on the Investments Button or click on the account in the listing on the expanded bar.
The Summary of each account is shown on the screens above.
Click on the icon to drill down into Account Details.
Investment Data Entry is done in the full Advisors Assistant.
Account Numbers default to being Masked and showing only the last few characters so you can identify the account. System Administrators can set the system to show all of the policy and account numbers on the AAMobile Tab of the System Preferences in the main Advisors Assistant application.