Portfolio Management

This Quick Guide Series will introduce you to the core features available for asset management and investor reporting in Portfolio Management (formerly Investment Central). Select a course to learn more.

Portfolio Management - Basics of Use and Navigation Video
Portfolio Management - Basics of Use and Navigation Video
This Quick Guide covers the basic navigation within Portfolio Management.
FREE
Pre-Recorded VideosInvestment Central
Portfolio Management – Site Map and Help Video
Portfolio Management – Site Map and Help Video
This Quick Guide reviews the Site Map and Help page in Portfolio Management.
FREE
Pre-Recorded VideosInvestment Central
Portfolio Management – User Management Video
Portfolio Management – User Management Video
This Quick Guide reviews user management in Portfolio Management.
FREE
Pre-Recorded VideosInvestment Central
Portfolio Management – Roles Video
Portfolio Management – Roles Video
This Quick Guide reviews the use of Roles in Portfolio Management.
FREE
Pre-Recorded VideosInvestment Central
Portfolio Management – Client Ticket Page Video
Portfolio Management – Client Ticket Page Video
This Quick Guide covers the Client Ticket page in Portfolio Management.
FREE
Pre-Recorded VideosInvestment Central
Portfolio Management – Collection Rules Video
Portfolio Management – Collection Rules Video
This Quick Guide covers the Collection Rules in Portfolio Management.
FREE
Pre-Recorded VideosInvestment Central
Portfolio Management – Data Management Services Overview Video
Portfolio Management – Data Management Services Overview Video
This Quick Guide provides an introduction to Data Management Services (DMS) in Portfolio Management.
FREE
Pre-Recorded VideosInvestment Central
Portfolio Management – Documents Video
Portfolio Management – Documents Video
This Quick Guide provides an introduction to the Documents page in Portfolio Management.
FREE
Pre-Recorded VideosInvestment Central
Portfolio Management – Financial Review Form Video
Portfolio Management – Financial Review Form Video
This Quick Guide reviews the Financial Review Form in Portfolio Management.
FREE
Pre-Recorded VideosInvestment Central
Portfolio Management – Mass Import and Update Tool Video
Portfolio Management – Mass Import and Update Tool Video
This Quick Guide reviews the Mass Import and Update Tool in Portfolio Management.
FREE
Pre-Recorded VideosInvestment Central
Portfolio Management – Reports Video
Portfolio Management – Reports Video
This Quick Guide reviews the Reports page in Portfolio Management.
FREE
Pre-Recorded CoursesInvestment Central