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Expertly tailored tools.
This research application can be customized and private-labeled for
a registered investment advisor. It offers the following:
- Comprehensive returns-based and holdings-based performance statistics,
graphical presentations and tools customization at multiple levels,
including functionality, presentation, depth of content and universe
of products
- Timely alerts and client-ready manager profiles with speed and
accuracy
- Online help with clearly defined concepts, which reduces repetitive
questions from advisors
- Integration with other Web-based applications
- Tracking of advisor usage
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