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 - Core Functionality Live Training
Investment Central - Core Functionality Live Training
This course is designed to familiarize students with the core features available in Investment Central.
FREE
Live Training Administrator Portfolio Management
Investment Central - Basics of Use and Navigation Video
Investment Central - Basics of Use and Navigation Video
This Quick Guide covers the basic navigation within Investment Central.
FREE
Pre-Recorded Videos Investment Central Portfolio Management
Investment Central – Site Map and Help Video
Investment Central – Site Map and Help Video
This Quick Guide reviews the Site Map and Help page in Investment Central.
FREE
Pre-Recorded Videos Investment Central Portfolio Management
Investment Central – User Management Video
Investment Central – User Management Video
This Quick Guide reviews user management in Investment Central.
FREE
Pre-Recorded Videos Investment Central Portfolio Management
Investment Central – Roles Video
Investment Central – Roles Video
This Quick Guide reviews the use of Roles in Investment Central.
FREE
Pre-Recorded Videos Investment Central Portfolio Management
Investment Central – Client Ticket Page Video
Investment Central – Client Ticket Page Video
This Quick Guide covers the Client Ticket page in Investment Central.
FREE
Pre-Recorded Videos Investment Central Portfolio Management
Investment Central – Collection Rules Video
Investment Central – Collection Rules Video
This Quick Guide covers the Collection Rules in Investment Central.
FREE
Pre-Recorded Videos Investment Central Portfolio Management
Investment Central – Data Management Services Overview Video
Investment Central – Data Management Services Overview Video
This Quick Guide provides an introduction to Data Management Services (DMS) in Investment Central.
FREE
Pre-Recorded Videos Investment Central Portfolio Management
Investment Central – Documents Video
Investment Central – Documents Video
This Quick Guide provides an introduction to the Documents page in Investment Central.
FREE
Pre-Recorded Videos Investment Central Portfolio Management
Investment Central – Financial Review Form Video
Investment Central – Financial Review Form Video
This Quick Guide reviews the Financial Review Form in Investment Central.
FREE
Pre-Recorded Videos Investment Central Portfolio Management
Investment Central – Mass Import and Update Tool Video
Investment Central – Mass Import and Update Tool Video
This Quick Guide reviews the Mass Import and Update Tool in Investment Central.
FREE
Pre-Recorded Videos Investment Central Portfolio Management
Investment Central – Reports Video
Investment Central – Reports Video
This Quick Guide reviews the Reports page in Investment Central.
FREE
Pre-Recorded Courses Investment Central Portfolio Management