Log in as a broker called jack/jack (user name and password). After you log in, you see the broker view of the Quincy Funds home page, with a Broker Connection banner and a browser page title that reads “Quincy Funds - broker home.” The home page no longer displays a portfolio, but it still shows news articles and features directed specifically at brokers. The home page also shows a list of your clients and some demo sales tools:
Click the name of one of your clients. The Quincy Funds demo displays the client’s profile, stock holdings, and latest activities on the Quincy Funds site. The My Clients link in the navigation bar opens a page that lets you sort your clients according to their properties:
Investment strategy is aggressive
Investment strategy is conservative
Actual portfolio doesn’t match their ideal portfolio
