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Call 800-692-7059 for:
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Q&A
Each day, our Product Support Analysts answer hundreds of your questions. Answers to some of the most frequently asked questions about Globe HySales and Blueprint are listed below.
Q. How can I show the effect of taxes on a fund’ s performance?A.
When creating hypothetical illustrations, Globe HySales allows you to select different tax rates for capital gains and income then show the effects of paying taxes from the account versus paying out of pocket. To access these features, click the ‘ Change View Settings’ button <
> in the ‘ Hypothetical View’
. Select the ‘ General’ tab and enter the desired income and capital gains tax
rates. Click the box next to ‘ Pay from Account’ and click <OK>. Print or
show your client this scenario. Now, click the ‘ Change View Settings’ button
again <>. Under the ‘
General’ tab, deselect ‘ Pay from Account’ and click <OK>. Note the
differences in the rates of return and the market values between the two scenarios.
Q. What does "Plan Expense" refer to on the graph in the financial planning calculators?
A.
"Plan expense" is the amount of cash needed to fund your client’ s goal for a specific year. It is represented by the blue bars on the financial planning graphs. If you double-click on any blue bar, a balloon will appear showing your client how much money will be needed at a given time.Q. How can I assess a wrap fee in my illustrations?
A.
Click the ‘ Change View Settings’ button <>
in the ‘ Hypothetical View’ . Select the<Other> tab and click the box next
to ‘ Assess’ under ‘ Wrap Fees’ . You can also customize the annual
fee percentage and frequency.
Q. How can I filter for percent cash in a fund’s portfolio in Globe HySales?
A.
In the ‘ Spreadsheet View’ , click the ‘Filter Setup’ button <
>. Next, click the ‘Portfolio ’ tab, then select the
‘General’ subtab. In the minimum ‘% Cash’ cell, enter the amount you
wish to use in your filter and click<OK>. All funds that have a percentage of cash
greater than or equal to the amount you selected will appear in the spreadsheet view.
Q. I’ d like to find all mutual funds that beat the TSE 300 Total Return’s five year average annual return. Is there a quick way to do this in HySales?
A.
Yes, our unique ‘ Better Than’ feature can accomplish this quickly. Select the ‘ Filter Setup’ button <>
and click on the ‘ Better Than’ tab. Under the ‘ Select From’ dropdown
menu, choose your desired database (in this instance, indexes). Then, select your desired
index and the criteria you would like to beat (in the example, the TSE 300 Total Return
for a five year average). Click the <Add> button and click <OK>. All funds
that beat the TSE 300 Total Return’s five year average annual return will appear on
the ‘ Spreadsheet’ View.
Q. How can I add a fixed rate security to my hypothetical illustrations?
A.
Create a hypothetical illustration by selecting your desired mutual funds, and adding them to the ‘ Selected Items’ box. Then, under the ‘ Fixed Rate Security’ box, click <Add to Contents>. Enter the annual percentage rate. Click <OK>.Q. If I don’ t want to use the recom-mended portfolios in Blueprint, how do I select my own allocations?
A.
To create a customized portfolio, click the ‘ Portfolio’ dropdown menu at the top of the screen. Choose ‘ Select’ and click ‘ Cus-tom’. You will then be able to choose your desired allocations.|
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