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Ed Downs

Elite
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Posts: 645

Joined: 2/7/2007
Location: Austin, Texas

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Subject : OmniVest 3 Portfolio Builder
Posted : 1/5/2016 6:00 PM
Post #35593

Greetings! I am pleased to announce that we have deployed the new Portfolio Builder to the OmniVest site. We also recently published a Newsletter and video explaining the improvements.

Click Here to download the December issue of OmniVest News.

Click Here to watch a video that describes the new features.

Click Here to download the presentation that goes with the video.

My sincere thanks go to the team that assisted in the development of ideas that went into Portfolio Builder. Looking forward to vigorous discussion in the Forum!



Deleting message 35593 : OmniVest 3 Portfolio Builder


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