Contacts
Navigation
Views
Portfolios
Reports
100
An area in vantage that can be used for tracking most recent client contact.
What is Last Contacted Date?
100
The action of loading 500 lines at once.
What is getting all rows?
100
A view that contains client address information.
What is the contact object or view?
100
Client's holdings are found here.
What is the positions tab?
100
PVD
What is the Portfolio Valuation Details?
200
An area in vantage that can be used to track client follow up or next meetings.
What is next contacted date?
200
This is how you add or remove columns.
What is right clicking on an existing column?
200
Default views saved in Vantage.
What are system view?
200
Additional accounts can be added to a household here.
What is the accounts tab?
200
A list of report on your book.
What are business unit reports?
300
An area in vantage used to track segmentation.
What is categories? will also accept (what are custom fields?)
300
This is how to sort by a column.
What is left clicking on an existing column?
300
An area to organize views in the main navigation window.
What are groupings?
300
Type of calculation used for performance.
What is modified dietz?
300
Reports based on mock portfolios.
What are illustrative reports?
400
An area in vantage used to save notes.
What is the message pad?
400
___________ is to action as right click is to option.
What is left clicking?
400
An area used to review recent trades.
What is previous day's transactions view?
400
A group of accounts for one family.
What is a household?
400
A quick way to run a report on a household.
What is right clicking on a household?
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