With Blueprint, it's easy to put together a professional investment plan.
Blueprint is one of the most powerful asset allocation programs available.
It takes advantage of the Globe HySales database to let you view real performance numbers. Because Blueprint utilizes your Globe HySales database, it gives you access to real performance information from Globe Interactive - meaning that the investment plans you create are based on the most accurate data available in the industry. You can also mix funds and indexes in your Blueprint portfolios. The online questionnaire includes a short list of questions designed to easily determine your client's personal investment objectives and risk tolerance. With these top-notch Pershing allocations behind you, you'll be able to create an appropriate investment plan for any client.