Performing all the calculations needed to provide the advisor with the information he desires for his client could take several minutes or several hours depending on the size of the database.

Therefore Advisors Assistant uses a 'Just In Time' method.  This means that Advisors Assistant will recalculate the information for your client only when:

•You change the As Of Date on the view screen.

•You move to a new client who has not had the calculation performed for that day.  If that client's values have been calculated for the date, it will not normally be recalculated unless one of the conditions below change.

•You have processed a download which adds transactions or prices to the database.

•You modify a price.

•You add or modify a transaction.  (On saving the transaction, your client will be recalculated.)

You may see a delay of a second or two when any of the things on the list occur as you change from one client to another in the Investments module.

Note: Since Rate of Return is not always used when viewing a clients' information, it is only calculated when the icon next to the ROR is clicked.