AddVantage Training

AddVantage: My Profile Tab, ADD100  

  • Examine My Profile settings including accounts, account summary, charts and relationships.  
  • Learn how to navigate the initial dashboard and how to find information on the Account tab.

AddVantage: General Navigation and Dashboard, ADD 150                 

  • Review general navigation including accounts, account summary, charts and relationships.  
  • Learn how to find account holdings and control the display.
  • Learn how to export account summary information. 
  • Review the Select Action feature including account details, account profile, holdings, projections, transactions, cash position and tax lots. 
  • Review what is contained in each action and where to find related details.

AddVantage: Advisor Dashboard Report, ADD200                   

  • Describe the Advisor Dashboard report, including settings and tips.
  • Demonstrate all the reports linked on the screen. 
  • Learn how to access multiple accounts from one screen.

AddVantage: Account Tab, ADD300                 

  • General navigation including accounts, account summary, charts and relationships.  
  • Learn how to find account holdings and control the display.
  • Learn how to export account summary information.
  • Review the Select Action feature including account details, account profile, holdings, projections, transactions, cash position and tax lots. 
  • Learn what is contained in each action and where to find related details.

AddVantage: Client Tab, ADD400         

  • Review the two major sections: Clients and Charts. 
  • Examine the effects of My Profile settings on the client's display.
  • Review the Select Action feature including client details and client profile. 
  • Review what is contained in each action and where to find related details.

AddVantage: Account Group Tab, ADD500                  

  • Review the three sections: Account Groups, Account Group Summary and Charts. 
  • Examine the effects of My Profile settings on the Account Groups display.
  • Review the Select Action feature including account group details, account group profile, holdings, transactions and tax lots.

AddVantage: Report Tab, ADD600
Explore each folder, including demonstrating settings and providing tips for using each report                

  • Administrative - Includes account statement, account summary, market value comparison and nine additional reports.
  • Balancing - Includes input balancing journal and input balancing summary.
  • Cash - Includes cash projection, condensed cash balance, income projection and three additional reports.
  • Contact Notes - Includes add asset note, add relationship note, list asset note and list relationship note reports.
  • Fee - Includes aged receivables, cofiduciary reports, fee reports and trustee reports.
  • Graphical Statements - Includes consolidated investment review, statements and employee benefit reports.
  • Investment       
  • Transaction - Includes account summary, dividend/interest, trades, transactions and balances.
  • Master - Includes account master group detail, closed accounts, table lookup report.
  • Administrative Account Review 
  • Contributions   
  • Pension           
  • Repo Processing         
  • Charitable Trust

Investments, ADD700  

  • Modeling         
  • Investment Reports      
  • Dynamic Trading - Overview, Setup and Example          
  • Bulk Trading - Setup, Trade List Overview, Trade List Example, Asset List Overview and Asset List Example      

Overview, ADD800       

  • Forms Overview -  Forms Designer, Form Suite, Role, Route, Form Queue, Form Suite Queue and User Field        
  • Update - Forms and Form Suites, ACATS Processing, Auto Asset Setup, Cash Receipts and Contributions   
  • QForm 
  • Qman