Latest training update – Importing from Excel

by Alexander Wells on 12 Jun 2015

In our latest update to the training content we have available, we have added a training guide that illustrates how to import data from a Microsoft Excel spreadsheet, direct to Adviser Workstation.  The import would eliminate the need for tedious manual data entry, and could potentially save a vast amount of time.

Click the link below to open the guide, and see how straightforward it is to import your data to Adviser Workstation:

Importing from Microsoft Excel

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Posted in: Morningstar, Training Videos,