Decision Analytics is a tool that enables you to manage multiple portfolios for your clients. You can add new clients, create client specific reports, and create prospective portfolios. You can also analyze portfolios for total Fixed Income value as well as average values calculated at current market prices and print reports to share with your clients.
To access the Decision Analytics tool:
Click the Decision Analytics link in the Tools page.
Click the Decision Analytics link in the Go To panel.
Click the Decision Analytics link in the Go To overlay.
To use Decision Analytics, contact your account manager or click the Decision Analytics link in the Learning Center panel of the Tools page.
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