Portfolio Management – Financial Review Form Video

Portfolio Management – Financial Review Form Video

This Quick Guide reviews the Financial Review Form in Portfolio Management.

rate limit

Code not recognized.

About this course

This Portfolio Management (previously Investment Central) Quick Guide video covers the following topics:

  • An introduction to the Financial Review Form, which provides a detailed picture of the financial details loaded for a property, period, and data type
  • How to make edits to the Financial Review Form in the case that an issue is identified.

Curriculum

  • Portfolio Management – Financial Review Form Video
  • Survey

About this course

This Portfolio Management (previously Investment Central) Quick Guide video covers the following topics:

  • An introduction to the Financial Review Form, which provides a detailed picture of the financial details loaded for a property, period, and data type
  • How to make edits to the Financial Review Form in the case that an issue is identified.

Curriculum

  • Portfolio Management – Financial Review Form Video
  • Survey