Rate of Return Button

This button will recalculate rate of return when clicked.  The Rate of Return does not calculate with the other values because of the time it takes to calculate ROR and the fact that you may not need it when transitioning from one client to another.

Red Button

When the button is red, it means that the date next to the button is behind the Calculated To date on the View Screen.  This is usually because the prices for the investment or account have not been updated.  You can see this by checking the Price Date column in the list.

To update prices:

1.Run the downloads you usually run each day.

2.Use Sungard to update prices.

3.Manually enter the prices which are not up to date.

Clear Button

When the button is not red, it means that the ROR calculations are up to date.