How it Works

Step 1. Identify areas of interest

Create a list of topics you want more information about. Some common examples include:

• Batch printing and period-end processing (monthly/quarterly)
• Defining and managing your data
• Billing: calculating fees and generating invoices
• Computing performance intervals and generating performance reports
• Managing the transition from Centerpiece to PortfolioCenter

To help you determine the key training areas, please review the list of Common PortfolioCenter Training Topics. The estimated times provide you with a guideline as to the depth of a particular topic.

Step 2. Request training

Complete and submit the Request Training form. One of our training team members will contact you within 48 hours to schedule a time and finalize the outline. During the training session, your firm watches a presentation on the Web while speaking with a trainer. The session length is typically one hour.

If you would like help transitioning from Centerpiece to PortfolioCenter, you can request training to assist you with the process. Typically, in two 4-hour sessions with a resource in your office available to restart computers, our trainers facilitate your move to PortfolioCenter.

Step 3. Prepare for your class

Follow the steps in Preparing for Class.