SmartInvestments - Viewing and Editing Investment Securities

SmartInvestments - Viewing and Editing Investment Securities

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Overview

SmartOffice organizes investment security information using content links. From the Investment Security List, select a security and then click its content links, which are described in the following sections.

Note: When the user modifies a security, the system requires that all linked positions be updated as well. This is to ensure that positions linked to the same security display the same price, asset class, etc.

Investment Security Content Links

Detail (including VA Detail)

VA Holders (variable annuities only)

Subaccounts (variable annuities only)

Price History

Value/Returns (see Comparative and Blended Indices)

Viewing a Security's Positions

To view a list of all clients who have a position in a particular investment security, select the security from the Investment Security List and then click the Investment Security Positions tab.

This tab can be useful if, for example, the user needs to send correspondence to clients who own that security.

Note: The Investment Security Positions tab is not available for comparative and blended index records.

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