Course curriculum

    1. Introduction to PortfolioHQ

    1. Getting Started with Portfolio Analyzer

    2. Use Portfolio Analyzer to Review and Reallocate

    3. Use Portfolio Analyzer to Prepare for an Annual Review

    4. Introducing QuantumRisk for PortfolioHQ

    1. Quick Overview of PortfolioHQ Onboarding

    2. PortfolioHQ Onboarding Redtail Integration

    3. Custodians, Registration Types & Submission Types

    4. Understanding the Onboarding Home Page

    5. Understanding Onboarding and Households

    6. Understanding and Using the Risk Tolerance Questionnaire

    7. Understanding Regulatory Document Delivery

    8. What's Not Included in PortfolioHQ Onboarding

    9. PortfolioHQ Onboarding Written Documentation

    10. Onboarding Tips & Tricks from New Biz

    1. Investing: Research and Strategies

    2. Using Models to Organize Strategies to Simplify Account Management

    3. Using Models to Generate a Client Proposal

    4. How to Reallocate Accounts Yourself in PortfolioHQ

    1. Understanding the Features of Advisor Hub

    1. Understanding the Clients Tab

About this course

  • Free
  • 33 lessons
  • 5 hours of video content