Investor'sView™ Administration consists of six categories: Prospect Accounts, Related Accounts, Policy Lists, Price Alerts, Security Maintenance, Upload Center.
- Prospect Accounts provides the ability to create prospective portfolios.
- Related Accounts provides the ability create account groups or relationships.
- Policy Lists support a buy/sell discipline and also serve as an alert system.
- Price Alerts provide the ability to create custom price alerts for mirroring multiple accounts.
- Security Maintenance offers the flexibility to make changes to individual securities.
- Upload Center provides an easy mechanism for data entry with the ability to upload Microsoft Excel™ data.
For more information, please contact Bill McFadden 610.225.8580,
or email us at firstname.lastname@example.org