Request Consulting

Complete and submit this form to let us know the topics that you would like to cover with onsite consulting. Our staff will review the topics you request, determine when appropriate resources are available and contact you to coordinate schedules.

* Required field

Maint ID*

Name*

Email*

Phone*

Office Location (City, State)*

Select the key areas of focus for your firm. See the Generic Agenda for PortfolioCenter Consulting for detailed descriptions:

Posting data and daily interface operations
Defining and managing your data
Batch editing and updating information (Transaction Writer and Corporate
Actions Wizards)
Introduction to producing reports
Customizing reports
Computing performance intervals and generating performance reports
Batch printing and period-end processing (monthly/quarterly)
Advanced use of Smart Sets and Custom Portfolio Fields
Enhanced, graphical reporting
Global reporting
Using the PortfolioCenter Export Wizard
Billing: calculating fees and generating invoices
Tax reporting
Fixed income reporting
Creating models and using rebalancing reports

Other topics you want to learn about or areas in which you want training:

Number of people to be trained and experience with the topics/products:

Best dates for onsite consulting (please provide availability over the next 4-8 weeks):

Additional comments and instructions:

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