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Access Reports Ordered, Update Your Personal Data Base ,
Log into Your Affiliate Account and Access Your Client Risk Management Account
The most recent five PDF reports that you ordered are always available.
To keep all reports save them to your computer.
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Reports Ordered by Date
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{$ListedOrders} |
{if $IsCRMSubscriber == true}
CRM Subscriber Of Type: {$ReportType}
{else}
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Client Risk Management is a monthly subscription service that allows you to monitor your account's profitability/ volatility/risk relationship relative to the advisor/or composite investment. Link to learn more |
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The advisor selection process for analysis is by program name only. You need to know the program name of advisors being used, before you order. If the advisors are not in our database, you can upload an unlimited number of advisors and other data to your secure personal account. To upload and update data use the Add or Update CTA and Index Data link above. Search http://cta-reports.safemoneymetrics.com by account size, strategy, market sector or program name. Write down the program names that you selected. You can select those advisors by name from the analysis order form.
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Analysis Single Advisor reports are $45.00, Multi Advisor are $65.00. You can order a composite report using a maximum of five advisors. You order a report and verify it for accuracy. Once ordered, the system redirects you to pay pal. Client Risk Management ranges from $35.00 to $155.00 a month, depending upon the level of service chosen. All subscriptions are half price for the first month. This is because you need at least seven days of data input to get a result. After 14 days, you should have at least seven data points to look at.
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**Your personal CTA database is only for managed futures/currencies/options etc. Use your Index data account for any rate of return data, including other investments. Below are a few examples.
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1. Assume your current investments consist of two managed stock portfolios. You get a graphic demonstration of how the managed futures correlate with any other two investments or indexes. Our hedge fund data base is the Barclay Indexes. You can add any index or investment data to your personal data base. Download the analysis demo and view graph #16
2. You may be an investment advisor. Your interest in managed futures is only relative to traditional investments that you offer. The report will graph a managed futures with two other investments. You can order different reports based on the traditional investments held by specific clients. You can also enter a description that details the purpose of your data relative to the managed futures. Download the analysis demo and view graph #16
3. You can be a hedge fund or fund of funds. Apply description #2 above.
4. Maybe you are a broker dealer distributing traditional investments to your in-house brokers. You can also apply description #2.
5. Commodity Pool Operators, Futures Commission Merchants and Introducing Brokers can all benefit by using the instructions offered in #2 above.
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