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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

 

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