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Quick-start tools help advisors access the information they need quickly and easily.
- Locate investments with popular searches, fast-click, or browsing. Prime builds search queries based on your step-by-step choices.
- Graph investment performance against benchmarks. Illustrate performance comparisons for multiple investments.
- Display published reports, profiles, and performance analytics.
- Produce presentations as PDF, Microsoft Word, or PowerPoint.
- Take system tours exploring Prime's research and presentation tools.
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