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Video Training Library

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Level



The video library offers training tutorials so you can learn how to use our products quickly and at your convenience. Many tutorials include simulation exercises that allow you to practice while you learn. The skill level listed for each tutorial will help you identify the content appropriate for your knowledge of the product:

  • Beginner—ideal for new or light users who have little or no experience with the product.
  • Intermediate—ideal for those who have been using the product for a few months and are comfortable with the basic features.
  • Advanced—ideal for experienced users who are comfortable using the more complex features of the product.

Overview

Video

Technology Outsourcing: Gaining Control by Ceding Control

Portfolio Center

Beginner

This discussion offers some insight into the technology challenges advisors face, how outsourcing can help, and provides guidance on planning your next outsourcing decision.

Video

Getting to Know PortfolioCenter

Portfolio Center

Beginner

Learn how to navigate the different areas of the application and see what tools are available to help you manage your data.

Billing

Video

Billing Overview

Billing Process, Part 1

Portfolio Center

Beginner

Get an overview of tools available in PortfolioCenter to help you bill your clients.

Video

Billing Preparation

Billing Process, Part 2

Portfolio Center

Intermediate

Learn how to prepare your database for the periodic billing process.

Video

Collecting Management Fees

Billing Process, Part 3

Portfolio Center

Intermediate

Learn how to validate your management fee calculations and collect the fees from clients.

Video

Best Practices for Billing Management in PortfolioCenter

PortfolioCenter

Beginner

Save time and create the right kind of statements for your clients by using best practices for the quarterly billing process.

Cost Basis

Video

Handling Wash Sales in PortfolioCenter

PortfolioCenter

Advanced

Learn how to identify and account for wash sales by walking through some common wash sale scenarios in PortfolioCenter.

Data Entry/Maintenance

Video

Work Smarter with PortfolioCenter Data Management Tools

PortfolioCenter

Beginner

Learn—through practical examples—how PortfolioCenter Data Management tools can make data entry and maintenance easier, faster and more accurate.

Video

Putting PortfolioCenter to Work: Data Management and Troubleshooting Techniques

PortfolioCenter

Beginner

Learn, through practical situations, how to put PortfolioCenter and its many powerful data management tools to work in your firm to improve efficiency and accuracy.

Video

Using PortfolioCenter Data Management Tools to Increase Efficiency

PortfolioCenter

Intermediate

Simplify asset and client data entry and maintenance using PortfolioCenter data management tools.

Exports

Video

Access Portfolio Data with the Export Wizard

PortfolioCenter

Beginner

Leverage the PortfolioCenter Export Wizard in your practice.

Reports

Video

Why It's Time to Start Using Client Presentations

PortfolioCenter

Beginner

See recent reporting enhancements and see how they can streamline your processes.  Gain insight from seeing what other advisors have already created using Presentation Studio.

Video

Taking Efficiency to the Next Level in PortfolioCenter

PortfolioCenter

Intermediate

Learn how to streamline standard processes and deliver better results through simple steps that will enhance your use of portfolio management software.

Video

Creating and Customizing Presentations in PortfolioCenter

PortfolioCenter

Beginner

Learn how to navigate through Presentation Studio and use the tools within to create cohesive, customized, and branded report presentations for your clients.

Video

Customizing Page Columns in Presentation Studio

PortfolioCenter

Intermediate

Learn how to customize the columns that appear on a client presentation.

Video

Creating a Customized Page in Presentation Studio

PortfolioCenter

Intermediate

Build a customized page template to use in a client presentation.

Video

Preparing PortfolioCenter Performance Reports

PortfolioCenter

Beginner

Discover tips and techniques for troubleshooting performance reports using the PortfolioCenter Performance Troubleshooting Tool.

Video

Improving Client Communications Using PortfolioCenter Presentations

PortfolioCenter

Beginner

Learn how to improve client communications using Client Presentations in PortfolioCenter.

Performance/Targets

Video

Preparing PortfolioCenter Performance Reports

PortfolioCenter

Beginner

Discover tips and techniques for troubleshooting performance reports using the PortfolioCenter Performance Troubleshooting Tool.

Quarter End

Video

Best Practices for Billing Management in PortfolioCenter

PortfolioCenter

Beginner

Save time and create the right kind of statements for your clients by using best practices for the quarterly billing process.

Video

Preparing PortfolioCenter Performance Reports

PortfolioCenter

Beginner

Discover tips and techniques for troubleshooting performance reports using the PortfolioCenter Performance Troubleshooting Tool.

Video

Taking Efficiency to the Next Level in PortfolioCenter

PortfolioCenter

Intermediate

Learn how to streamline standard processes and deliver better results through simple steps that will enhance your use of portfolio management software.

Video

Work Smarter with PortfolioCenter Data Management Tools

PortfolioCenter

Beginner

Learn—through practical examples—how PortfolioCenter Data Management tools can make data entry and maintenance easier, faster and more accurate.

Setup/Implementation

Video

Best Practices for Billing Management in PortfolioCenter

PortfolioCenter

Beginner

Save time and create the right kind of statements for your clients by using best practices for the quarterly billing process.

System Administration

Video

Creating and Testing a Manual Backup File

PortfolioCenter

Intermediate

Learn how to create and validate a manual backup file of your database.