1.4. Sample Virtuoso Palettes & Launcher Buttons

You may wish to have Palettes that are either Role-Based or User-Based (or a combination of both).

Here are a few "Sample" role-based palette ideas:

Advisor - Launcher buttons that might be included in this palette are:

• Financial Plan & Review
• Insurance Documents
• Legal Documents
• IPS

Investment - Launcher buttons that might be included in this palette are:

• Checks
• Applications & Beneficiary Designations
• Distributions & Journals
• IPS
• Performance Report

Operations -

• Applications & Beneficiary Designations
• Checks
• Account Service Requests

Tax - Launcher buttons that might be included in this palette are:

• Tax Returns
• Tax Organizer
• Supporting Documents
• 1035 Exchange

Insurance - Launcher buttons that might be included in this palette are:

• Policies
• Illustrations
• Underwriting
• Account Service Requests