Recorded Webinars

Custom Assets and CSV Data Imports

Recorded April 2022

  1. Use CSV imports to keep custom asset values and transactions up to date
  2. Use CSV imports to fill missing balance and transaction history for custom assets, aggregated accounts, or even custodian accounts

Watch the Custom Assets and CSV Data Imports webinar.

 

Custom Asset Classes

Recorded February 2022

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

Watch the custom asset classes training webinar.

 

Document Sharing

Recorded January 2022

  1. Use firm files and folders to set up a consistent document vault across clients
  2. Share document links to avoid sharing sensitive documents over email
  3. Set up special folders for invoices, reports, TD statements and tax documents

Watch the document sharing training webinar.

 

Client Billing

Recorded December 2021

  1. Set up custom fee schedules
  2. Update client billing profiles
  3. Generate billing records
  4. Notify clients in bulk 
  5. Export fee files

Watch the client billing training webinar.

 

PDF Reporting

Recorded March 2022

  1. Produce reports for all or a subset of clients at once
  2. Use a template to include any combination of reports and invoices in one bundled report
  3. Publish those reports to your clients' document vault
  4. Send a customizable email notification to clients

Watch the PDF reporting webinar.

 

Performance Benchmarks

Recorded November 2021

  1. Set up custom benchmarks
  2. Use benchmarks with client performance report
  3. Use benchmarks with firm performance report

Watch the performance benchmarks training webinar.