Duration: 60 Min.
Description
In this session of the daily series, we demonstrate an actual mid-year plan conversion utilizing new investments. We review all of the specific steps necessary to effect the plan conversion. Balancing, census updates, asset set up, account creation and reporting functions will be discussed in detail.
Learner Level: Experienced
Prerequisite:
Learning objectives:
Defining assets in the Investment table
Setting up the Investments in Account Definitions
Exporting Allocation percentages
Importing new Allocation percentages
Extending Allocation percentages
Reviewing the Query Balance report
Process Transfer transactions
Order and settle trades