Investment Central

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Investment Central

These courses will introduce you to the core features available for asset management and investor reporting in Investment Central. Select a course to learn more.

Investment Central: Query Notification & Query Tool (Ascend) - eLearning

Query Tool and Query Notification features in Investment Central.

Investment Central: Basics of Use and Navigation - Video

This Quick Guide covers the basic navigation within Investment Central.

Pre-Recorded Videos Investment Central Portfolio Management Video

Investment Central: Site Map and Help - Video

This Quick Guide reviews the Site Map and Help page in Investment Central.

Pre-Recorded Videos Investment Central Portfolio Management Video

Investment Central: User Management - Video

This Quick Guide reviews user management in Investment Central.

Pre-Recorded Videos Investment Central Portfolio Management Video

Investment Central: Roles - Video

This Quick Guide reviews the use of Roles in Investment Central.

Pre-Recorded Videos Investment Central Portfolio Management Video

Investment Central: Client Ticket Page - Video

This Quick Guide covers the Client Ticket page in Investment Central.

Pre-Recorded Videos Investment Central Portfolio Management Video

Investment Central: Collection Rules - Video

This Quick Guide covers the Collection Rules in Investment Central.

Pre-Recorded Videos Investment Central Portfolio Management Video

Investment Central: Data Management Services Overview - Video

This Quick Guide provides an introduction to Data Management Services (DMS) in Investment Central.

Pre-Recorded Videos Investment Central Portfolio Management Video

Investment Central: Documents - Video

This Quick Guide provides an introduction to the Documents page in Investment Central.

Pre-Recorded Videos Investment Central Portfolio Management Video

Investment Central: Financial Review Form - Video

This Quick Guide reviews the Financial Review Form in Investment Central.

Pre-Recorded Videos Investment Central Portfolio Management Video

Investment Central: Mass Import and Update Tool - Video

This Quick Guide reviews the Mass Import and Update Tool in Investment Central.

Pre-Recorded Videos Investment Central Portfolio Management Video

Investment Central: Reports - Video

This Quick Guide reviews the Reports page in Investment Central.

Pre-Recorded Courses Investment Central Portfolio Management Video

Investment Central: Approvals - Video

In this recorded webinar, we showcase the new Approvals module in Investment Central.

Pre-Recorded Videos Investment Central Video