Total Portfolio Analysis
Below you will find a number of resources that will provide you an overview of the Total Portfolio Analysis (TPA) module. This includes:
- Training video
- Training manual
- Guide to setting up your shares in TPA so unit prices automatically update
Total Portfolio Analysis is the go-to tool for users looking for a consolidated view of a clients existing and recommended investments, with a focus on transactions and returns as well as investment reporting.
You can access the training manuals and output guide by clicking this link here: