Powerful Portfolio Management Software Now Available

1st Global, Inc. just rolled out its new version of Premier Allocator(TM). The new version combines Wiesenberger's Blueprint and InvestmentView products for the technology and database engines driving the program.

The program bundles into one package asset allocation, mutual fund research, and decision support tools. CPAs affiliated with the company can use these tools to provide portfolio management services including asset allocation proposals and mutual fund forecasts based on past performance.

The normal retail cost per year for Blueprint is $395 and InvestmentView is $690. 1st Global's Premier Allocator(TM) runs $350 per year and includes both products. Oh, but remember, you have to be a 1st Global Financial Advisor to get this deal.

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Upcoming CPE Webinars

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This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
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Aug 28
Excel spreadsheets are often akin to the American Wild West, where users can input anything they want into any worksheet cell. Excel's Data Validation feature allows you to restrict user inputs to selected choices, but there are many nuances to the feature that often trip users up.