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Video Training Library

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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.

Overview

Video

PortfolioCenter Introduction and Overview

PortfolioCenter

New to PortfolioCenter? Review the basics of navigation, learn shortcut tips, and leverage website resources available to you 24/7.


Billing

Video

Billing Overview

Billing Process, Part 1

PortfolioCenter

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

Video

Billing Preparation

Billing Process, Part 2

PortfolioCenter

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

Video

Collecting Management Fees

Billing Process, Part 3

PortfolioCenter

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

Video

Billing in PortfolioCenter

PortfolioCenter

Calculate management fees and create billing statements for your clients based on the data in PortfolioCenter. Our session will guide you through setup, tools and settings, and a variety of billing scenarios.


Data Entry/Maintenance

Video

Data Management Tools in PortfolioCenter

PortfolioCenter

Portfolio groups and sets, custom fields, data managers, and customizing views are all tools to help you improve the efficiency of your daily, monthly, and quarterly processes. Attend this session to help you get the most of out of this powerful functionality.

Video

PortfolioCenter Daily Process: Interface Posting

PortfolioCenter

Enhance your efficiency with the custodial interfaces you use everyday. This course focuses on the posting process for securities, prices, portfolios, and transactions with tips on troubleshooting errors.

Video

PortfolioCenter Daily Process: Advanced

PortfolioCenter

Our Advanced Daily Process course helps you properly handle corporate actions, and reconcile shares and cost basis to ensure data accuracy.

Video

Putting PortfolioCenter to Work: Data Management and Troubleshooting Techniques

PortfolioCenter

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

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




Exports

Video

Access Portfolio Data with the Export Wizard

PortfolioCenter

Leverage the PortfolioCenter Export Wizard in your practice.


 

Reports

Video

Using PortfolioCenter for In-House Reporting

PortfolioCenter

Use PortfolioCenter reports to manage portfolios and communicate with clients effectively. With our reporting session, you will be introduced to report types, customizing reports, and global reporting.

Video

PortfolioCenter Reporting: Client Communication Reporting

PortfolioCenter

Elevate client reporting with PortfolioCenter Client Presentations. We will introduce you to the suite of reports, show you how to build client meeting reports, and review customization options.

Video

Taking Efficiency to the Next Level in PortfolioCenter

PortfolioCenter

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

Video

Customizing Page Columns in Presentation Studio

PortfolioCenter

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

Video

Creating a Customized Page in Presentation Studio

PortfolioCenter

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



Performance/Targets

Video

Preparing PortfolioCenter Performance Reports

PortfolioCenter

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

System Administration

Video

Creating and Testing a Manual Backup File

PortfolioCenter

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