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How do I create an investment portfolio for my clients?
Hello,
Currently I am a financial planner, and, having recently left a major firm, I am attempting to streamline my marketing process. As such, my goal is to create an excel document (or locate a template) that allows me to include the following: Holdings (cash equity, mutual funds, bonds, etc) with a number of different graphs, including allocation, sectors, etc. If possible, I would like to be able to update this chart for client account changes. I was hoping that someone might be able to provde some type of insight into how I would go about this. I certainly appreciate everyone's (or anyone's) input. Thanks again! Max |
#2
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How do I create an investment portfolio for my clients?
You may want to contact me privately.
-- Don Guillett SalesAid Software "Mr. Cohen" <Mr. wrote in message ... Hello, Currently I am a financial planner, and, having recently left a major firm, I am attempting to streamline my marketing process. As such, my goal is to create an excel document (or locate a template) that allows me to include the following: Holdings (cash equity, mutual funds, bonds, etc) with a number of different graphs, including allocation, sectors, etc. If possible, I would like to be able to update this chart for client account changes. I was hoping that someone might be able to provde some type of insight into how I would go about this. I certainly appreciate everyone's (or anyone's) input. Thanks again! Max |
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