There will be three online seminars to introduce the ACP Pyramid and its features.
The second webinar will be presented by Tim Caban and will cover personalizing the ACP Pyramid and using the LookUp Tab. Overview: 1.) Lookup Tab reviewed: - Overall structure of the Lookup tab - cream colored cells can be advisor modified, white cells should not be modified - Customizing pyramid features - Interaction between Lookup and Investment Portfolio tabs 2.) Investment Portfolio: - How to use for rebalancing - FAA vs Detailed view - Entry of % or $ - What to do if a cell turns red