Investment Central

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

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

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

Investment Central – User Management Video

This Quick Guide reviews user management in Investment Central.

Pre-Recorded Videos Investment Central Portfolio Management

Investment Central – Roles Video

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

Pre-Recorded Videos Investment Central Portfolio Management

Investment Central – Client Ticket Page Video

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

Pre-Recorded Videos Investment Central Portfolio Management

Investment Central – Collection Rules Video

This Quick Guide covers the Collection Rules in Investment Central.

Pre-Recorded Videos Investment Central Portfolio Management

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

Investment Central – Documents Video

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

Pre-Recorded Videos Investment Central Portfolio Management

Investment Central – Financial Review Form Video

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

Pre-Recorded Videos Investment Central Portfolio Management

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

Investment Central – Reports Video

This Quick Guide reviews the Reports page in Investment Central.

Pre-Recorded Courses Investment Central Portfolio Management

Investment Central - Approvals Webinar Video

In this webinar, we will showcase the new Approvals module for Investment Central.

Pre-Recorded Videos Investment Central

Investment Central - Approvals Webinar

In this webinar, we will showcase the new Approvals module for Investment Central.

Investment Central

Investment Central - Core Functionality Live Training

This course is designed to familiarize students with the core features available in Investment Central.

Live Training Administrator Portfolio Management