Request Training

Complete and submit this form to let us know the topics for which you want training. An instructor will prepare a class on the topics you request and confirm an outline for your training.

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Maint ID*

Name*

Email*

Phone*

Number of Participants

Select the key areas of focus for your firm. See the Common PortfolioCenter Training Topics 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
Managing the transition from Centerpiece to PortfolioCenter

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

Best dates for training (allow at least 2 weeks for us to prepare, or 4 weeks around quarter-end):

Best time for training
9 - 10 a.m. ET
10 - 11 a.m. ET
3 - 4 p.m. ET
4 - 5 p.m. ET

All times are Eastern Time. If you are in a different time zone, be sure to adjust your answer to Eastern Time.

Additional comments and instructions: