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I understand Advisor WatchGuard analyzes client portfolios using personal value and faith-based indicators, but does it also generate mutual fund performance reports?

April 26, 2017advisor analyzes client faith-based mutual fund portfolios understand value

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I understand Advisor WatchGuard analyzes client portfolios using personal value and faith-based indicators, but does it also generate mutual fund performance reports?

1 Answer

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10 Posted

Absolutely. Advisor WatchGuard comes with a complete set of mutual fund performance reporting tools.