Courses
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Market Values (Full Course)
This course reviews the different methods to manage market value data and how Portfolio Analytics calculates Computed estimates.
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Value Estimates
The Solovis value estimate updater estimates daily values for market value and performance. This tutorial explains how this process works and what methods are used for value and performance updates.
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Introduction to Book Values
This content is only applicable if your institution requires the ability to run reports that use your custodian or fund admin's verified "booked" data. This course reviews the process of booking values in Portfolio Analytics.