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Beginning with the Introduction to the SmartInvestments module, this course will cover the SmartOffice investment tracking process - from the creation of security records in the Security Master to helping your clients meet their financial goals with SmartInvestment Asset Allocation tools.
Lesson One: Introduction to SmartInvestments >>
Lesson Two: The Security Master >>
Lesson Three: Account Setup >>
Lesson Four: Adding a Position >>
Learn how to use the Performance tab of an investment account to track the performance of client holdings and compare account growth to market indicators.
Lesson One: SmartInvestment Performance Overview >>
Lesson Two: Calculating Individual Account Performance >>
Lesson Three: Global Performance Calculations >>
Lesson Four: Index Setup >>
Lesson Five: Adding an Index to the Performance Tab >>
Lesson Six: Creating a Blended Index >>
Lesson Seven: Running Performance Reports >>
SmartInvestment Asset Allocation tools make it easy to help your clients ensure that they are meeting their investment goals.
Lesson One: Asset Allocation Overview >>
Lesson Two: Model Allocation Setup >>
Lesson Three: Model Allocation Assignment >>
Lesson Four: Asset Allocation Exception Report >>
SmartLink for Albridge Web Services enables advisors to download investment data for a single client, multiple clients, or an entire book of business utilizing E-Z Data's DataXchange Online service platform.
Watch the SmartLink for Albridge Web Services Fast Class >>
Download the SmartLink for Albridge Web Services User Guide>>
Having consolidated financial statements and reports at your fingertips can significantly ease the often complex process of investment tracking. View sample client statements and financial reports by downloading the SmartInvestment Sample Reports below.
Download SmartInvestment Sample Reports >>
Load investment information directly to SmartOffice from DST FAN Mail, Pershing, DAZL, LPL, Lincoln Investment Planning, National Financial/Fidelity, Raymond James, Resources Trust IMS, Rydex, Stern Agee, TD Ameritrade, The Vanguard Group, Walnut Street Securities to name just a few data providers.
Download the SmartLink Adapter User Guide >>
SmartInvestments User Guide
The user guide provides a breakdown of all tools and features in the SmartInvestments module.
Download the SmartInvestments Guide >>
SmartInvestments Validation Guide
The validation guide provides a comprehensive listing of all validation options and which fields in the SmartInvestments module are affected by each roll-up option.
Download the SmartInvestment Validation Guide >>
Additional Resources
Flash Player is required to view Training Movies and Fast Classes.
User Guides and Printable versions of Fast Classes are available in .PDF format.
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