VMSW e-Advisor Tips & Features

Here are some useful tips you should know about the e-Advisor…

The content of your future e-Advisors will be based on the subject categories you choose.

To begin with, we have selected some initial categories for you. You may change these at any time by clicking on "Change Categories" located on the main tool bar.

We ask that you take a minute and update your profile by clicking on "Personal Information” so we have your most current data. This information is protected in accordance with our Privacy Policy which you can view on our website at www.vmswca.com.

For your security, the "Change Categories" and "Personal Information" links are password protected.   Before you can make any changes to your account, you will need to know your password.  To retrieve your password, you must click on the link "Forget your password?". From there, you will be asked to confirm the email address for your account, and your password will be immediately emailed to you.

If you would like more information on any particular topic in e-Advisor simply click on "Email VMSW". Someone from VMSW with expertise in the area will contact you within 2 business days.

Your e-Advisor can be used as an archive for articles and information you would like to save. Click on the “Save Article” link to save any article. It will be available for you to read or refer to at your convenience. It might be a good idea to save this article, you may need to refer to it in the future.

You can unsubscribe from e-Advisor at any time by clicking “Unsubscribe to Email".

You can provide comments, suggestions, or feedback about how we can better serve your needs, by clicking on “Comments & Feedback".

With so many terms used in the business world, a glossary can provide much needed clarity. By clicking on “Glossary” you have access to approximately 6,000 definitions of common (and not so common) business terms listed in Alphabetical Order. Keep the Webster on the shelf, and use our glossary instead.

Looking for Online Financial Calculators? Click on “Financial Calculators” and you have instant access to wide range of tools and financial calculators, from Mortgage Loans to Education Savings Plans.

Give your people another tool to help them excel in their roles. Enroll employees, partners, family members and friends with e-Advisor. Simply click on the "Refer Colleague" button on the main tool bar. They will appreciate your thoughtfulness.

Your VMSW e-Advisor includes links to powerful on-line assessment tools which will help you to measure the effectiveness of key areas of your business and personal affairs. These assessment tools will appear in specific e-Advisor articles and may be used at your convenience to assess your effectiveness in areas such as Strategic Business Planning, Taxation, Retirement and Succession Planning, Financial Performance, Budgeting and Cash Flow and more.

The e-Advisor is one more way VMSW can help you succeed in your business. We hope you enjoy and value this new complimentary service. 

Thanks for reading!