Information :: Frequently Asked Questions
- 1. Can I try Advisor WatchGuard before I buy?
- 2. Can I use Advisor WatchGuard for all of my client portfolios?
- 3. Is it complicated to set up portfolios or run reports?
- 4. What issues are represented on the Personal Values and Faith-based pages, and who provides the data?
- 5. I understand Advisor WatchGuard analyzes client portfolios using personal value and faith-based indicators, but does it also generate mutual fund performance reports?
- 6. How will Advisor WatchGuard help me develop my client base?
- 7. How current is Advisor WatchGuard's mutual fund holding information?
- 8. Can I customize the personal value and faith-based report settings?
- 9. Will my client information be secure?
- 10. How were the issues for each religion decided upon?
1. Can I try Advisor WatchGuard before I buy?-
A: Of course. Advisor WatchGuard comes with risk-free 10 day trial. If you decide Advisor WatchGuard is not for you, cancel the service within 10 days and your credit card payment will be fully refunded.
- 2. Can I use Advisor WatchGuard for all of my client portfolios?
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A: Advisor WatchGuard lets you set up and monitor an unlimited number of individual client portfolios, all for one low annual price.
- 3. Is it complicated to set up portfolios or run reports?
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A: Not at all. Individual portfolios can be set up online in a couple of minutes. Enter your client's mutual funds and equities and the number of shares that they own. Reports are executed and ready within seconds.
- 4. What issues are represented on the Personal Values page, and who provides the data?
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A: Personal values data is provided by IW Financial. Issues are defined as:
Abortion:Evaluates whether a fund is invested in one or more companies that are involved in contraceptives, abortifacients, or abortion services
Adult Entertainment:Evaluates whether a fund is invested in one or more companies that are involved in the adult entertainment industry
Alcohol:Evaluates whether a fund is invested in one or more companies that are involved in the alcohol industry
Animal Testing:Evaluates whether a fund is invested in one or more companies that use animals in testing pharmaceutical and/or non-pharmaceutical products
Environment:Evaluates whether a fund is invested in one or more companies that does not ...
Firearms:The fund is invested in companies involved in the manufacture of firearms or small arms ammunition for non-military markets
Gambling:Evaluates whether a fund is invested in one or more companies that are involved in the gambling industry
Labor Strikes:Evaluates whether a fund is invested in one or more companies that have a poor relationship with organized labor and its strike record
Military Conventional:The fund is invested in companies that have contract awards by the U.S. Department of Defense for conventional weapons in the most recent government fiscal year for which data is available. Weapons include lethal systems and their subcomponents
Military Nuclear:The fund is invested in companies that have contract awards by the U.S. Department of Defense for nuclear weapons in the most recent government fiscal year for which data is available
Nuclear Power:The fund is invested in companies that are involved in the nuclear power industry
Same Sex:Evaluates whether a fund is invested in one or more companies that do not support gay and lesbian employees in their employment practices
Stem Cell Research:Evaluates whether a fund is invested in one or more companies that are involved in genetics and biotechnology research and product development involving stem cells
Tobacco:Evaluates whether a fund is invested in one or more companies that are involved in the tobacco industry
- 5. I understand Advisor WatchGuard analyzes client portfolios using personal value and faith-based indicators, but does it also generate mutual fund performance reports?
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A:Absolutely. Advisor WatchGuard comes with a complete set of mutual fund performance reporting tools.
- 6. How will Advisor WatchGuard help me develop my client base?
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A: Advisor WatchGuard will give you an advantage over other financial advisors by allowing you to assist your clients with evaluating their portfolios specifically for investments that align with their personal and faith-based values. You can then make recommendations to them on what to buy, according to their personal preferences.
- 7. How current is Advisor WatchGuard's mutual fund holding information?
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A: Advisor WatchGuard is updated daily with SEC mutual fund portfolio filings. You get the most up-to-date information as soon as the mutual fund reports.
- 8. Can I customize the personal value and faith-based report settings?
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A:Yes. Advisor WatchGuard allows you to select up to 14 personal values and seven faith-based reporting criteria to personalize your portfolio reports.
- 9. Will my client information be secure?
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A: Advisor WatchGuard is set up to provide completely secure access for your sensitive portfolio information. The system runs on a secure 128 bit SSL encryption, is 100% online, and can be accessed from any Internet connection, anywhere in the world.
- 10. How were the issues for each religion decided upon?
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A: Each denomination's board of pensions has a list of issues they do not advocate. The issues are recommendations by each denomination of what to avoid if possible when investing assets.
