Courses
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Asset Selection Sets (Full Course)
Asset selection sets let you define a group of investments and apply them to a report — on the fly or saved for reuse. This course shows you how to build them and put them to work across your reporting.
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Investment Model (Full Course)
Learn how to set up your portfolio's investment structure, assign property values to assets, and utilize structured tag classifications to manage data.
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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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Benchmark Blender (Full Course)
Learn how to manage Benchmarks using Benchmark Blender.
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Risk Analytics (Full Course)
Solovis Risk Analytics is designed to tell you how much and what kind of risk your portfolio is taking. Learn how you can use this module to identify, estimate, and understand the risks to which your portfolio's assets are exposed.
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Solovis API Developer Portal (Full Course)
The Solovis API Developer Portal provides access to Documentation, API Reference material, and Key Management. This course provides an overview of the available resources, how the API works, how to manage keys, and how to execute requests.
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Solovis Predict (Full Course)
Learn about Solovis Predict, a "What-If" and Projection module that leverages data stored in Portfolio Analytics to empower you to easily evaluate future investment decisions, project investment performance growth, and much more!
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Transactions (Full Course)
Learn how to enter transactions, update existing entries and check for mismatched values after transaction entry.