Courses
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Transactions (Full Course)
Learn how to enter transactions, update existing entries and check for mismatched values after transaction entry.
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Market Values (Full Course)
This course reviews the process for entering market values, how they impact value estimates and how to use knowledge dates and book values on reports.
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How to Create Entities
Entities can be created using either the Gateway Portal or Upload Spreadsheets. This tutorial reviews how to create entities using both methods.
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How to Enter Market Values
This tutorial reviews how to enter an investment's market values, demonstrating by example the process from end to end.
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Mismatched Values Report (Transaction Entry)
This tutorial reviews how you can incorporate the use of the Above/Below Portfolio Mismatch Report to check for mismatched values.
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How to Make Edits to or Delete Existing Transactions
This tutorial reviews how to make edits to existing transactions and how to delete incorrect transaction entries as well.
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How to Create Investments
Investments can be created using either the Gateway Portal or Upload Spreadsheets. This tutorial reviews how to create investments using both methods.
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How to Edit Existing Entities & Investments
Once created, assets can be modified from either the gateway portal or using upload spreadsheets. This tutorial walks through both methods of editing assets in Solovis.