Recorded Webinars

Customizing the Client Portal

Recorded January 2022

Learn about best practices and helpful hints for customizing the client portal.

1. Set up custom branding
2. Customize labels
3. Hiding pages from client view
4. Setting up user roles

Recording available soon.

 

 

Client Billing

Recorded December 2022

Learn about best practices and helpful hints for setting up and troubleshooting client fee billing.

1. Set up and assign custom fee schedules
2. Download custodian management fee files
3. Publish fee invoices to clients

Watch the Client Billing Webinar.

 

Advanced Reporting using Goals, Entities, and Account Ownership

Recorded November 2022

Learn about best practices and helpful hints for setting up goals, entities, and account ownership.

1. Using the sidebar when viewing reports
2. Utilizing goals to group accounts for reporting
3. Setting up entities
4. Establishing account ownership

Watch the Advanced Reporting Webinar.

 

PDF Reporting

Recorded September 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.

 

Security Models

Recorded August 2022

1. Set up security models.
2. Assign models to a household.
3. Use parameters to customize security models.
4. Create a current versus target report. 

Watch the Security Model webinar.

 

Benchmarks

Recorded July 2022

1. Set up custom benchmarks.
2. Use benchmarks with client performance.
3. Use benchmarks with firm performance.
4. Use benchmarks with bundled reports. 

Watch the Benchmarks webinar.

 

Advisor and Client Email Alerts

Recorded May 2022

1. Set up weekly, monthly, and quarterly client email alerts.
2. Add disclosures to client email alerts.
3. Set up daily advisor email alerts.

Watch the Advisor and Client Email Alerts webinar.

 

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.