Investment Management - Fund Management Integration Video

This short video will provide an overview of integration within the Investment Management Fund module.

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About this course

After watching this video, viewers will:

  • Understand Investment Management (IM) terminology.
  • Load and integrate initial financial data.
  • Add revenues, expenses, and capital expenditures.
  • Generate valuations.
  • Navigate your way around reports.

About this course

After watching this video, viewers will:

  • Understand Investment Management (IM) terminology.
  • Load and integrate initial financial data.
  • Add revenues, expenses, and capital expenditures.
  • Generate valuations.
  • Navigate your way around reports.