Quick Start Guide for Financial Advisors
Description
Vocal Characteristics
Language
EnglishVoice Age
Young Adult (18-35)Accents
North American (General) North American (US General American - GenAM) North American (US Midwest- Chicago, Great Lakes)Transcript
Note: Transcripts are generated using speech recognition software and may contain errors.
Welcome to your YCharts Quick Start Guide for Advisors. Chapter 1: Setting up your dashboard. Your YCharts dashboard gives you a holistic yet personalized view of the market with intraday price quotes, charts and data for all of the equities mutual funds, ETFs and portfolios that you follow. Since you choose the securities and information to display, your dashboard keeps you abreast of the most relevant market movements for you, your investments and your competitors. Plus, your firm can create shared watchlists to ensure all members of the team are aligned on which assets to monitor. You can: build watchlists for equities, funds, model portfolios and economic indicators; create prebuilt templates; share modules and edit options; and, personalize your ticker.