Proactive Portfolio Management

Proactive Portfolio Management

Using the time-management functions in Strata Master to keep on top of all of the portfolio’s demands

About this course

This course will go through

Registers

  • Configuring Register Types

Reminders

  • Configuration
  • Demonstration

 

Diaries

  • Three diaries
  • Reminders for diaries
  • Reporting on diaries

 

Quick Reports (Registers Tab)

Please review course locations and session times below. For other locations or options contact the Learning and Education Team using the enquire button below.

Enquire Now

 

Proactive Portfolio Management

Event Date Spaces left
Proactive portfolio management Sept. 20, 2019, 1:30 p.m. -
Sept. 20, 2019, 2:30 p.m. AEST
19

About this course

This course will go through

Registers

  • Configuring Register Types

Reminders

  • Configuration
  • Demonstration

 

Diaries

  • Three diaries
  • Reminders for diaries
  • Reporting on diaries

 

Quick Reports (Registers Tab)

Please review course locations and session times below. For other locations or options contact the Learning and Education Team using the enquire button below.

Enquire Now

 

Live events

Proactive Portfolio Management

Event Date Spaces left
Proactive portfolio management Sept. 20, 2019, 1:30 p.m. -
Sept. 20, 2019, 2:30 p.m. AEST
19