Client Workflow
Learn how to set up and operate within a client.
- Creating a Client (including Client Status filtering)
- Holdings Changes and Downloads
- Tracking Holdings History
- Fund Statuses & Actions
- Investment Policies
- Peer Groups in Violation of Investment Policy/IPS Alignment Warnings
- Cost Reports and Revenue Sharing
- Client Notes
- Generating Research and Monitoring Reports Within a Client
- Plan Cost Benchmarking
- PROPOSALS: How to Create a Proposal for a Client
- Report Samples