The financial services market is one of the most competitive in the world, leading to some companies investing heavily in technology. This can be great for customers, as it means you can access a wide range of innovative products and services. However, it also means that there are more barriers to entry than ever before. Some of these barriers include the following:
is a web-based financial analysis tool that allows you to create and share reports with other users. You can use it to create charts and graphs and build complicated models for your company.
It’s free to use for anyone who wants to try it out or learn about investing before diving into more advanced tools. Financial analysts and anybody interested in learning more about investing should use MicroStrategy. It’s easy to use, affordable and has all the features you need to create high-quality reports and models.
HOW DO I ACCESS THE INVESTDIRECT MICROSTRATEGY?
With the help of the effective investment adviser tool Investdirect Microstrategy, you can quickly build client portfolios. The platform will enable advisors to build sophisticated portfolios based on client goals and risk tolerance, with the ability to include multiple asset classes and rebalance automatically over time.
Investdirect Microstrategy can be accessed from both desktop computers and tablets/phones. servis mobilnih telefona novi sad It’s free for investment advisors who are not using a competing product from Investdirect.
The platform also provides access to a robust research framework, which allows advisors to make better investment decisions and quickly answer client questions. The tool includes portfolio analysis capabilities that will enable you to see how your clients are doing against their goals and benchmark indexes over time.
HOW DO I CREATE A REPORT?
Click on the Report icon in the top right corner of your screen to start a report. Then select “New.”
Enter a name for your information and a description.
Select the date range you want to include in your report, then select which account(s) you want to look at (i.e., Investment Account).
You can also choose whether or not you want to include any new transactions since you last reviewed this account (or if it was already included in an earlier report). You can also sort by Account Type, Date Range and Member Name. Click Create Report when ready!
HOW DO I IMPORT A WEB STRATEGY REPORT?
To import a web strategy report, follow these steps:
- Open the InvestDirect Microstrategy app on your mobile device.
- To import the Web Strategy Report file into your device, first pick Import Web Strategy Report from the menu that appears when you hit the “+” icon in the top right corner of your screen (if you do not see this option, update to version 4.5 or above).
- Choose one of the three file formats you wish to import: Comma Separated Values files (.csv), HTML files (.html), and CSV files (.csv) (.csv).