Screen Design

Examples

Gloria GeryGery Associates

108 South Trail, Tolland MA 01034(413) 258-4693

gloria_gery@msn.com

How should I invest a lump sum? How can I make periodic payments? How can I reallocate my investments?Manage client’s expiring optionsSwap bondsTransfer outside assets to PaineWebberOpen a new accountMove client accounts to another broker

ProcessesQuestionsInvestmentsSituationsProblemsEventsI want to

Major Tasks and Events Menu

EventsList

Death Birth of a child MarriageDivorceRetirementChildren finish School

ProcessesQuestionsInvestmentsSituationsProblemsEventsI want to

Planning InvestmentsActionsOther Services

Get Social Security number Update or create a willAdd child as a beneficiaryAdd child as existing account co-ownerUpdate profileSend letter of congratulations

EventsList

Major Tasks and Events Menu.

More Displays X is for incomplete checks

Menu on left reveals right menu when selected