Courses
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Troubleshooting Upload Errors (Entities and Investments)
This tutorial provides some tips on how to troubleshoot potential upload errors when creating entities and/or investments.
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Using Tag Sets
Tag sets are used in Solovis to designate a defined list of acceptable entries for various property definitions (such as Industry, Asset Class, Region, etc.) This course reviews how to set up and create a tag set.
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Managing Properties
Entities, Investments and Transactions are known as Resources in Solovis. When loading resources such as these, your data set will include properties about your entries. This course will teach how to manage your firm’s property definitions.
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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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How to Edit or Delete Existing Market Values
This tutorial reviews how to make edits to and/or delete existing market values, covering this process in both the gateway portal as well as using upload templates to edit uploaded market values.
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Introduction to Book Values
This course will review the process of booking values in Solovis, producing a separate set of data tables for your booked market values, performance, and FX rates.
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How to Enter Transaction Entries (Gateway Portal)
Entering transactions is a key part of the process for maintaining your data set in Solovis. This course reviews how to enter transactions using the gateway portal.
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How to Upload Transactions (Upload Spreadsheet)
Entering transactions is a key part of the process for maintaining your data set in Solovis. This course reviews how to enter transactions using a formatted upload spreadsheet.