Courses
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Balance Cash Tool
Learn how to use the Balance Cash Tool to facilitate the initial creation of offsetting cash transaction legs (including deferred cash transactions if applicable.)
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Performance Data (Full Course)
Performance for your investments is computed by Solovis, but you might upload performance for assets such as your index entities or to track performance of a prospective manager. This video will review how to enter performance data.
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Exchange Rates (Full Course)
For clients that are manually uploading their exchange rate data into Solovis, the process begins with first creating Currencies and setting up Currency Pairs, then loading exchange rate data.
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How to Create Currencies and Currency Pairs
Before uploading exchange rate data, Currencies and Currency Pairs must be set up. This tutorial will review how to do so.
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How to Upload Exchange Rates
For clients that are manually uploading daily closing exchange rates into Solovis, this process is commonly completed on a monthly basis using upload spreadsheets. This tutorial will outline how to upload exchange rate data.
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Interval Statistics Report (Full Course)
Learn how to create one of the most flexible and detailed analytics reports available in Solovis - the Interval Statistics Report. This course shows the creation of several example reports and explains how to use the report parameters.
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Report Manipulation (Full Course)
Learn how to manipulate several things that relate to the both the display of reports in the Solovis gateway portal, as well as the parameters that are driving the output of reports.
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Solovis Excel Plugin (Full Course)
Learn how to download the Solovis Excel Plugin and how you can use the Excel Export options available in Gateway Portal reports to export data to Excel workbooks - either as raw data tables or tables with references to the data stored in Solovis. Thi