Full Courses by Topic

These courses are end-to-end training modules, beginning with an introduction to the course topic and diving into how to utilize the various areas of Solovis Portfolio Analytics.

All Categories, Transactions

Transactions (Full Course)

25 Lessons Free
All Categories, Investment Model

Investment Model (Full Course)

24 Lessons Free
All Categories, Market Values

Market Values (Full Course)

15 Lessons Free
All Categories, Reports

Interval Statistics Report (Full Course)

12 Lessons Free
All Categories, Reports, Drawdown Investments

Drawdown Investment Reports (Full Course)

12 Lessons Free
All Categories, API

Solovis API Developer Portal (Full Course)

20 Lessons Free
All Categories, Risk Analytics

Risk Analytics (Full Course)

13 Lessons Free
All Categories, Predict (Projection Modeling )

Solovis Predict (Full Course)

50 Lessons Free
All Categories, Reports

Report Manipulation (Full Course)

14 Lessons Free
All Categories, Data Reconciliation & Review Process

Data Reconciliation & Review Process (Full Course)

10 Lessons Free
All Categories, Reports

Building & Editing Custom Report Definitions (Full Course)

14 Lessons Free
All Categories, Reports

Asset Selection Sets (Full Course)

10 Lessons Free
All Categories, Performance Data

Performance Data (Full Course)

6 Lessons Free
All Categories, Benchmarks

Benchmarks (Full Course)

28 Lessons Free
All Categories, Liquidity

Liquidity Models (Full Course)

12 Lessons Free
All Categories, Exposure

Exposure Data (Full Course)

13 Lessons Free
All Categories, Data Diagnostics, System Admin

Data Diagnostics (Full Course)

6 Lessons Free
All Categories, System Admin, Site Settings

Site Settings (Full Course)

8 Lessons Free
All Categories, Exchange Rates

Exchange Rates (Full Course)

8 Lessons Free
All Categories, Client Webinars (New Release, General Webinars, Client Conference, Masterclasses)

Portfolio Analytics April 2020 New Release

6 Lessons Free
All Categories, Client Webinars (New Release, General Webinars, Client Conference, Masterclasses)

2020 Solovis Client Conference

22 Lessons Free
All Categories, Client Webinars (New Release, General Webinars, Client Conference, Masterclasses)

Portfolio Analytics March 2020 New Release

7 Lessons Free
All Categories, Client Webinars (New Release, General Webinars, Client Conference, Masterclasses)

Portfolio Analytics February 2020 New Release

9 Lessons Free
All Categories, Client Webinars (New Release, General Webinars, Client Conference, Masterclasses)

Portfolio Analytics December '19 New Release

10 Lessons Free
All Categories, Reports, Excel Plugin

Solovis Excel Plugin (Full Course)

18 Lessons Free

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