Proactive Portfolio Management (Online Classroom)

Proactive Portfolio Management (Online Classroom)

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

About this course

The many modules of Strata Master interact in a variety of ways that aren't always clear. Join the Proactive Portfolio Management online classroom to learn learn tips and tricks to manage your workflows better. 

 

Topics covered include:

 

  • Registers
  • Reminders
  • Diaries
  • Quick Reports 

For New Zealand customers, download this form: Strata Master Online Classroom Order Form. Fill out the form and send it to training@rockend.com.

 

Who should attend?

Participants should be familiar with Strata Master, or have completed the course " Navigating Plans and Lots".

 

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

 

Enquire Now

 

About this course

The many modules of Strata Master interact in a variety of ways that aren't always clear. Join the Proactive Portfolio Management online classroom to learn learn tips and tricks to manage your workflows better. 

 

Topics covered include:

 

  • Registers
  • Reminders
  • Diaries
  • Quick Reports 

For New Zealand customers, download this form: Strata Master Online Classroom Order Form. Fill out the form and send it to training@rockend.com.

 

Who should attend?

Participants should be familiar with Strata Master, or have completed the course " Navigating Plans and Lots".

 

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

 

Enquire Now