SymPro users regularly take advantage of our training workshops to update skills, train new employees and backup personnel, and network with treasury management colleagues.

Our training workshops are tailored to the needs of all levels of users, from entry-level to advanced. SymPro continues to offer timely support as your organization progresses to using the full functionality of our powerful systems.

Onsite Training

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
  • Operational Reporting
  • Compliance Reporting
  • Portfolio Updates
  • Portfolio Review
  • Auxiliary Module Training

To schedule an onsite training session for your organization, contact our client services department at 510-655-0900.

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