Investment Central – Collection Rules Video

Investment Central – Collection Rules Video

This Quick Guide covers the Collection Rules in Investment Central.

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About this course

This Investment Central Quick Guide video covers the following topics:

  • The different uses for tracking data in Investment Central
  • The internal and external communications between parties when collecting this data

Curriculum

  • Investment Central – Collection Rules Video
  • Survey

About this course

This Investment Central Quick Guide video covers the following topics:

  • The different uses for tracking data in Investment Central
  • The internal and external communications between parties when collecting this data

Curriculum

  • Investment Central – Collection Rules Video
  • Survey