New "Advisor Edition" Available for Dynamic Investor Pro Investment Software
Enhanced features in Dynamic Investor Pro make it a must for Investment Advisors.
BIGFORK, Mont., June 9, 2015 /PRNewswire/ -- A new version of Dynamic Investor Pro investment software designed specifically for investment advisors is about to be released according to Raymond Dominick, CEO.
The Advisor Edition was developed after months of consultation with a number of investment advisors. The program makes it easy to manage client portfolios with multiple investing strategies.
After previewing the Advisor Edition, Dave Steckler of Dallas a retired investment advisor said, "The ability to create multiple portfolios for clients while quantifying the risk and reward parameters is very useful. While your clients are in your office you can experiment with different "what if" scenarios and in seconds show them how the changes affect their historic return, then print out copies for them to take home. It's a powerful tool and can help differentiate you from other Advisors."
The new exclusive features include:
- Ability to create a No Data report showing symbols which have stopped trading.
- Option to set Weekly Strategies based on any day of the week.
- Mid-Stop sale option – [Mid Stops Exit] button enables a strategy to exit based on stops & to exit to a safe investment position at any time prior to the strategies normal update time.
- Any number of client portfolios may be created along with unlimited Master portfolios that combine regular portfolios.
- Portfolio Charts can be viewed in multiple ways to aid in managing each client's portfolio and to provide a client with easy to understand reports. These charts include:
- Portfolio performance
- Strategies within a selected portfolio
- Symbols within a selected portfolio
- Ability to select all or any specific portfolio to create a report of the annual return information of the strategies that comprise the portfolio
Investment advisor Bill Campbell of Louisiana adds, "The new Report Screen in My Dynamic Analysis provide more immediate visual strategy feedback. When coupled with the Portfolio tab under My Dynamic Strategies the Advisor can quickly combine strategies for greater diversification."
Also, a major new feature is the ability to link the data from Annuity Call Center into Dynamic Investor Pro. Dominick said, "Advisors will now be able to manage and develop strategies for funds in a client's annuity."
ABOUT DYNAMIC INVESTOR PRO:
Dynamic Investor Pro is an investment software program with buy-sell signals for safe investing in less than 20 minutes a week. This investment program is the only fully customizable investment software that focuses on relative strength investing with multiple means of analysis.
Dynamic Investor Pro includes a Market Exit Signal to prevent losses when the market declines and comes with a no-quibble guarantee and is endorsed by relative strength guru Michael J. Carr, CMT.
CONTACT INFO:
Raymond Dominick
CEO
Dynamic Investor Pro, Dynamic Investing LLC
PHONE: 877-822-1445
E-mail
Website: www.dynamicinvestorpro.com
SOURCE Dynamic Investor Pro
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