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Upcoming Webinars

Custom Asset Classes

Tues, February 28, 2023 @ 10:00 AM PST / 1:00 PM EST

  • Create custom asset classes, including asset class trees
  • Easily map Morningstar categories and securities to custom asset classes
  • Define custom asset allocations to handle target date funds and allocation funds
  • Use custom asset classes in client and firm level asset allocation reports

Register here for our Custom Asset Classes Webinar. 

 

 

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