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What's the calculation frequency of Finanicial Health data under …

WebThe Financial Health data under Key Statistics- Overview are calculated Quarterly. Currently, the data is as of June 30, 2022, and the data for Q3 will be calculated when …

Actived: 5 days ago

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What is the coverage for the data point Finanacial Health Grade …

WebCoverage: We only cover Financial Health Grade data point for companies listed on the USA and CAN exchange groups. The calculation of Financial Health Grade is generated …

Category: Health Go Health

AdviserLogic Client Web Portal Home

WebWelcome to the AdviserLogic Client Web Portal - a secure and user friendly platform that puts financial information at your client's fingertips. Designed with your clients in mind, …

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AdviserLogic Digital Advice Insurance Strategies

WebThe modelling can be added to the advice to support your recommendation. From the Digital Advice - Scenarios Screen select the Add Scenario icon. Select the Client the advice is …

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What Is an Exchange-Traded Fund (ETF)

WebAn exchange-traded fund (ETF) is a type of pooled investment security that operates much like a mutual fund. Typically, ETFs will track a particular index, sector, commodity, or …

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Using the Client Web Portal Overview Page

WebArticle Details. Upon logging in to the Client Web Portal, you are brought to the Overview page. This page acts as your dashboard, providing high-level information at a glance …

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AdviserLogic Fact Find Introducing Fact Find 2.0

WebArticle Details. Fact Find 2.0. Fact Find (the data collection module) has been enhanced to improve how you enter client data. The data entry points are now arranged more …

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How are Asset allocation and Country exposure calculated on …

WebScreenshot attached. For Asset Allocation US equity, the sum of Market value of US equity is divided by the Total Market Value of the fund. For equity country exposure, the sum of …

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Morningstar Risk-Adj Ret data point

WebMorningstar Risk-Adj Ret data point. The guaranteed return providing the same level of utility to an investor as the specific Morningstar Risk-Adj Ret combination of returns …

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Direct Knowledge

WebMorningstar Direct Knowledge. Our cloud-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help …

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Client Web Portal setup

WebArticle Details. To set up your Client Web Portal, do the following: From the header, click the Account Icon. The Account menu opens. Select Client Web Portal Setup. The Client …

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Peer Group Ranking

WebThe ranking column "Total Ret % Rank Cat 3 Mo (Qtr-End)" computes percentile data and therefore it won't be prudent to check the percentile data of a percentile ranking column. …

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AdviserLogic Reverse Fact Find

WebAdviserLogic's Fact Find data is utilized for the Reverse Fact Find, which provides you and your clients with an overview of their current financial situation. This …

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