September Changes

The following changes were launched on September 20, 2019:

  • Reintroduction of the Portfolio Compare feature
  • "Investment Proposals" are renamed to "Client Proposals"
  • The Client Proposals screen is now the default view when opening the software. This is your list of clients and prospects
  • "Watchlists" are now "Lists"
  • "Research" is now "Markets" and directs to the main Markets page within Globe Investor

Reminder:

  • If you are looking to conduct a stock or fund screen, click the "Advanced Search" link within a portfolio or list to launch the following modal:

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