Tip of the Month
Additional Options for Managing Favorite Products
The existing “Favorites” feature in Research Center is enhanced to give you more options to manage favorite products. Depending on your products configuration, you can add not only managed portfolios but also mutual funds, exchange traded funds, and closed end funds as preferred investments.
You can find the new “Favorites” and “Favorites Lists” sidebars on the left in the Research Center. When clicking on a favorite list name under “Favorites Lists,” you will be able to view all the products added as favorite in that list and add or remove favorite products from the specific list.
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To manage the favorite lists, click on the magnifier icon next to “Favorites” sidebar and you can filter the favorite products based on multiple criteria, select columns, create new layouts, set up grouping, and add new favorites lists.
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