Application Management (where you can tailor a feature's default settings)
Personalize the Cover Page for your Reports, Create Investment Policy and Report Templates, Set-Up Blended Benchmarks, and more.....
- Dashboards, Action Icons, and Templates for Importing Data
- How to Create Blended Benchmarks
- Creating and Editing a Custom Cost Profile
- Cover Sheet Customization
- Creating Custom Investments (Individual & Mass Upload)
- Investment Policy Templates
- Peer Group Index Assignment
- How to Create a Custom Report Template
- Watch List Overrides
- How to Create Custom Watch List Triggers
- Video Tutorials