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Globeadvisor ProStation

ProStation seamlessly integrates the best features of GlobeAdvisor with more powerful research and sales presentation tools, in a clear-cut user interface.

The Research Centre The Portfolio Centre The Presenation Centre

The Research Centre allows you to:

  • Quickly locate and produce high quality reports on over 5,000 mutual funds, 8,000 companies (Canada and U.S.), 16,000 stocks and 300 indexes
  • Separate the winners from the losers with basic or advanced screening and reporting tools

The Portfolio Centre allows you to:

  • Include funds, stocks and indices within a single portfolio
  • Build client portfolios that adhere to the suggested asset allocation of a model portfolio
  • Run a ‘portfolio diagnostic’ that includes analysis of the portfolio and portfolio comparisons
  • Generate high-quality, client ready reports that include performance measures, and market/style analysis

The Presentation Centre allows you to create customized presentations that include:

  • Single Portfolio Diagnostic Reports
  • Individual Portfolio Diagnostic Reports
  • Correlation Reports
  • Definition of Key Terms
  • Investor Profile Statements (IPS)

Coming Soon.