Layouts provide you with the ability to create customized screens containing all the information that you need access to in an instant. Watch this video to learn more. .
Use the Portfolio Tracker to keep up to date with portfolio performance and profit and loss. Learn how to use so you can easily share information with your clients on how their portfolios are performing. .
This module shows you how to save news stories, research documents, filings and events to My Briefcase (BRIEF), and access them anytime anywhere. (4:11) .