Onsite Training will address system installation or upgrade, default set-up parameters, data entry and verification of different investment instruments. We will review daily, weekly, month-end and fiscal year-end processes and reporting, including operational and management reporting. Additional training is available as necessary to address any other topics.
Onsite training topics include:
System Deployment and Overview
Portfolio Creation and Setup
Investment Data Entry Training
Create Operational Process for Updating the System
Auxiliary Module Training
To schedule an onsite training session for your organization, contact our client services department at 510-655-0900.