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

Training Video

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.


Training Manuals

You can access the training manuals and output guide by clicking this link here:

Total Portfolio Analysis Manual

Total Portfolio Analysis Output

How to set up shares so unit prices auto-update