Training

• Navigation through the various modules
• An overview of data fields, tabs, buttons and window sub-sections
• The review of client, account and relationship details, portfolio asset allocation and performance
• Alternative data views using search criteria and quick filters
• Dashboard customization and other configurations

• Capture important client information (identify products & services, manage profiles, investment objectives)
• Quickly create and efficiently manage relationships and their underlying accounts
• Produce attractive proposals for prospective clients
• Generate reports and graphs based on search criteria
• Manage portfolios following investment objectives and restrictions in accordance with client IPS
• View portfolio performance and asset allocation
• Identify holders of specific securities and view position details
• Increase your productivity and tend to daily tasks using the Dashboard

• Efficiently manage the agenda and assign events and tasks to advisors and other team members
• Archive documents and emails messages in a central location
• Rapidly generate reports for multiple clients, accounts or relationships
• Review the previous day’s transactions and historical account activity
• Customize the Dashboard to maximize productivity
• Create lists using search criteria for mass mailing/segmentation, reports or campaigns
• Maintain important client information and notes
• Quickly view portfolio performance, asset allocation, account balances and market values

General overview of enhancements, such as:

• The applications new look and feel
• Compare and pin down multiple portfolios
• View fund asset allocation breakdown and export historical data within securities module
• The ability to view contributions and withdrawals details for registered accounts
• Firm restrictions applied to search criteria results
• Step by step model rebalancing and cash management
• Adhoc rebalancing of clients, accounts and relationships based on an existing model