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
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)
– Risk Tolerance Questionnaire
– Risk Tolerance Questionnaire Guidance
Research (for security research and data analysis)
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)
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