Member Levels
Advanced
Advisor
Enterprise
Features
Number of Advisor Accounts
0
1
Unlimited
Number of Client Accounts
1
Unlimited
Unlimited
Maximum Number of Investments per account
20
25
25
Personalized Dial Settings
X
X
X
Personalized Duration Setting
X
X
X
Personalized Timeframe Settings
X
X
X
Personalized Credit Attribution (Weighting)
X
X
X
Tolerance Wizard
X
X
X
QuickView Investment Lookup
X
X
X
Automated Email Reports
X
X
X
Investment Screening
X
X
X
Investment Finder
X
X
X
Practice Dashboard Overview
X
X
Alternative Benchmark Investments
X
X
Fee Benchmarking
X
X
Logo Customization
X
X
Investment Policy Upload
X
X
Addendum to Investment Policy
X
X
Establish and Manage Advisor Accounts Within Your Firm
X
Control Advisor's Access to the System Based On Their Experience (6 levels)
X
Oversee Advisor's Client Activity
X
Generate Customized Client Reports On The Advisor's Behalf (back office feature)
X
Create Advisor-Based Utilization Reports
X
Advanced
Advisor
Enterprise
Reports
Portfolio Level Reports
Bubble Chart
X
X
X
Trending Summary
X
X
X
Portfolio Composite
X
X
X
Trending Composite
X
X
X
Static Return Analysis
X
X
X
Performance Statistics
X
X
X
Asset Allocation
X
X
X
Investment vs. Benchmark Performance
X
X
X
Volatility and Expense Ratio
X
X
X
Fee Comparison
X
X
Fund Replacement History
X
X
Benchmark Averages
X
X
Client Dashboard Report
X
X
Investment Level Reports
Performance Tolerance Analysis
X
X
X
Trending Tolerance Analysis
X
X
X
Performance Statistics
X
X
X
Static Return Analysis
X
X
X
Calendar Return Analysis
X
X
X
Rolling Return Analysis
X
X
X
Alternative Investment Reports
Fund to Fund Comparison / Replacement Analysis
X
X
Performance Tolerance Comparison
X
X
Performance Trending Comparison
X
X
Performance Statistic Comparison
X
X
Advanced
Advisor
Enterprise
Online Support
PDF Instructional Screenshots
X
X
X
Video Instructions
X
X
X
