Training Essentials

If you have a query that is not listed here, please visit our further training page, or view the FAQ’s.

Client Management/Portfolio Management (for client reports & analysis)

Import existing client information straight to Adviser Workstation

Editing a Client Account

Creating and Editing a Client’s Portfolio

How to run reports, charts and amend the view

Investment Planning (for making investment recommendations, and retirement planning)

Investment Planning

– Risk Tolerance Questionnaire

– Risk Tolerance Questionnaire  Guidance

Research (for security research and data analysis)

Creating a Search

Report Studio (for bespoke reporting)

For bespoke reporting, please refer to our further training page

Workspace (for saved security research and data analysis, model portfolios, benchmarks & more)

Finding a Security

Creating Lists of securities & running Searches

Managing Model Portfolios and Benchmarks

Reports (for generating multiple reports at a scheduled time)

Save time with Batch Reporting