Using the Investment Module - 1 Day
For mutual funds, variable annuities, variable life, stocks, bonds, or any other unit based investments, you'll learn how to:
- Enter investment products manually or download client and investment data from online services like DST FAN Mail™.
- Set up investments and maintain investment histories.
- Update unit values manually or on-line with SunGard.
- Connect variable life and annuity insurance products with the separate accounts funding them so that changes in account values are automatically reflected in the contract cash values.
- Reporting on 401(k), pension plans, and grouping investments with different investors. Grouping investments from different investors on the same report.
- Calculate time weighted and dollar weighted rates of returns and what information is necessary for the most accurate calculations.
- Enter or download transactions for blotters and client activity reports.
- Customize your report footnotes to meet your broker-dealer's requirements.
- Print periodic activity reports and graphs for clients.
Class Price: $199
For more information call us at 800-799-4267 or 805-773-7981.
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