Portfolio Compare

It is now possible to compare two portfolios when generating a Client Report:

  • In the "Client Proposals" list, click the PDF icon associated with your client under the "Client Report" column.
  • This generates the following modal:

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  • Either choose an additional item from the dropdown (optional) or click the Generate Report (PDF) button.

Many Globe Advisor members have noted the "Portfolio Compare" function found in the legacy version of ProStation was an important part of their sales process and onboarding process.

Note: this function is not available on mobile devices (tablet, phone) but will be provided shortly.