Courses
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Exchange Rates (Full Course)
For clients that are manually uploading their exchange rate data to Portfolio Analytics, this process entails creating Currencies, setting up Currency Pairs, and then loading exchange rate data.
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Interval Statistics Report (Full Course)
This course demonstrates the creation of several example Interval Statistics reports and explains how to use the report parameters.
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Solovis Excel Plugin (Full Course)
Learn how to utilize the Solovis Excel Plugin and the Excel export options available in Portfolio Analytics reports.
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Benchmarks (Full Course)
Learn the key concepts related to creating and assigning Benchmarks in Solovis.
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Exposure Data (Full Course)
Learn the key concepts related to exposure data in Portfolio Analytics, including how to create exposure profiles, load exposure data, and what exposure analysis is available.
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Liquidity Models (Full Course)
Learn about how your firm can conduct liquidity analysis by creating and linking Liquidity Models to your Investments.
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How to Download the Solovis Excel Plugin
Information on how to download the Solovis Excel Plugin.
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Data Reconciliation & Review Process (Full Course)
Certain reports in Portfolio Analytics are especially helpful when conducting routine data maintenance. Learn how to use these reports to verify the accuracy of your market value and transaction inputs.