Accessing the Investor Module

To access the Investor Map module:

Related Topics

Investor Module Overview

Goals

What-If Scenario Mode

About the Investor Module

Tour of Your Investor Map

Alignment

Displaying an Investor Map

Customizing the Investor Map

Setting Goals

Gap Indications

Working with Items

Selecting and Viewing Portfolios

Working with Scenarios

Working with Snapshots

Custom Exporting

Exporting Investor Map Information



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Last Published Thursday, December 10, 2020