Course Description

A recording of our February 2020 New Release Training. Hear from James Burke of Solovis as he reviews the new features and enhancements included in the February 2020 New Release of Portfolio Analytics. Comprehensive snapshots of the following features are covered:

  • Alternate Annualization Methods
  • Blended Book & Live Values
  • Chain Linked IRRs
  • Book Values Process Improvements

Course Curriculum