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.
FREE
0 hr 30 min
eLearning
Investment Central: Basics of Use and Navigation - Video
This Quick Guide covers the basic navigation within Investment Central.
FREE
0 hr 7 min
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.
FREE
0 hr 6 min
Pre-Recorded Videos Investment Central Portfolio Management Video
Investment Central: User Management - Video
This Quick Guide reviews user management in Investment Central.
FREE
0 hr 7 min
Pre-Recorded Videos Investment Central Portfolio Management Video
Investment Central: Roles - Video
This Quick Guide reviews the use of Roles in Investment Central.
FREE
0 hr 6 min
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.
FREE
0 hr 7 min
Pre-Recorded Videos Investment Central Portfolio Management Video
Investment Central: Collection Rules - Video
This Quick Guide covers the Collection Rules in Investment Central.
FREE
0 hr 5 min
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.
FREE
0 hr 9 min
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.
FREE
0 hr 8 min
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.
FREE
0 hr 3 min
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.
FREE
0 hr 5 min
Pre-Recorded Videos Investment Central Portfolio Management Video
Investment Central: Reports - Video
This Quick Guide reviews the Reports page in Investment Central.
FREE
0 hr 5 min
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.
FREE
0 hr 20 min
Pre-Recorded Videos Investment Central Video