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Investment Account Manager Tours

Provided below are several tours of Investment Account Manager. While viewing these tours your screen will display as follows:

Demo Instructions

Use these navigation hints for the options listed while viewing the tour:

Outline: click on this to show/hide presentation outline.
+/-: click this to expand/collapse presentation outline.
Show/Hide Notes: click this to show/hide presentation notes.
Slide Navigation: use front/back arrows to advance through the presentation.
Slide Show:click on this to show presentation in full screen mode. A left click of your mouse will advance thru the presentation screens. Use the Escape Key to exit the presentation.

 

Intro Tour: This PowerPoint show provides a brief overview of Investment Account Manager 2.0. Click Here.

IAM Home Page: This PowerPoint provides an overview of the Investment Account Manager 'Home Page'. Click Here.

IAM/ Reports/Graphs: This PowerPoint provides a review of some of the Investment Account Manager Reporting and Graphing features. Click Here.

 

 

 

 


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