Courses
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Full Courses by Topic
Comprehensive, in-depth courses covering different key topics about Solovis
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Search Short Tutorials
Are you looking for help on a specific function or topic? This section of Solovis Academy houses all short tutorials (2 to 10 minutes in length), is grouped by area of functionality and can be searched to locate relevant content.
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Solovis Reporting Certification
This is a comprehensive course that condenses several topics into one learning path - the Solovis Reporting Certification. Learn how to navigate reports accessible from Portfolio Analytics and how to use the Solovis Excel Plugin.
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Solovis Data Management Certification
This comprehensive course condenses several topics into one learning path - the Data Management Certification. This course is geared toward Operations Analysts. Learn about managing the Investment Model, maintaining data, and data reconciliation.
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Release Notes
Looking for a copy of release notes? Download PDFs here.
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Design Lab (Full Course)
Design Lab is a best-in-class reporting tool that can be leveraged by Solovis clients to create report templates that include data sourced from Portfolio Analytics. Learn how to use this reporting tool in this course.
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Portfolio Analytics Redesign
Learn about the redesigned version of Portfolio Analytics that is designed to enable faster, easier access to the insights and analytics that matter most.
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Benchmark Blender (Full Course)
Learn how to manage Benchmarks using Benchmark Blender.