Upcoming InvestorView Webinars in September

Our client portal partners, ModestSpark will be holding several webinars this month. These webinars focus on key features, best practices, and deep-dives on specific topics.

Here’s what is coming in September:

Document Center – Deep Dive & Best Practices

Audience: Administrators and Advisors
Description: The Document Center is a key feature within ModestSpark. With unlimited storage and easy access for you and clients, the Document Center is a vital place to securely store quarterly reports, invoices, and other important documents. Learn more about the use of Document Center, tips/tricks to increase adoption and migration of documents into Document Center.

Thursday, September 8 @ 10:00am PST


Headlines & Visualizations – The Admin’s Guide

Audience: Administrators
Description: With ModestSpark, there are dozens of headlines and visualizations to choose from. This webinar goes into detail on the most popular headlines and key visualizations by examing the content behind the headlines/visualizations and identifying the data requirements for each.

Tuesday, September 13 @ 8:00am PST


Customer Rollout – Best Practices

Audience: Administrators and Advisors
Description: The big day is here – it’s time to roll out ModestSpark to your customers! This webinar shares best practices we’ve learned from our customers on how to approach the rollout, strategies for launch and marketing this great service to your clients. This should be a high-value webinar for those customers prepping for a rollout as well as those that have already rolled out as we’ll share post-rollout tips to keep your clients engaged!

Tuesday, September 20 @ 10:00am PST


On-boarding QuickStart

Audience: New Customers (Administrators)
Description: This session walks new customers through the onboarding process. From data imports to configuration and rollout activities, we’ll cover the basics to get you started!

Wednesday, September 21 @ 8:00am PST
(or)
Wednesday, September 28 @ 8:00am PST

 

Radar Billing Statement Account Comment Feature

Here is a quick tip on how users can easily add a comment just below an account on a Radar Billing Statement.

This is a handy feature when users need to credit a portion or all of a fee back to a client, indicate some sort of discount or pro-ration to a fee, or any other reason a simple comment is needed.

It’s easy!  Just open the account that you wish to add the comment, and enter the comment in the account notes field surrounded by {}’s.

For example, to indicate a credit:

Note

Just be sure to include the {}’s and the result will look like this (highlighted for this demonstration):BillingNote

Zoomed in:

Billingnotezoom

 

Account Fee Accounts

If you assign 3 accounts to the same Fee Account, then all fees, including the one you are debiting from get debited from the Fee Account you’ve assigned.
The Account Fee Account field is located on the Account More Detail Tab:
AccountFeeAccountChoose
For example:
Account 4444441 – Fee of $3125
Account 4444444 – Fee of $96
*Account 4444445 – Fee of $390
*You assign Account 3546 as your Fee Account for all 3 accounts
AccountFeeAccounts
Therefore, the total fee from all 3 accounts get debited from Account 4444441.
Don’t forget to assign the account that is paying the fee to itself.

Best Wishes to Candy Fontalbert

Retirement

All of us at AssetBook want to wish Candy a long and happy retirement.

FullSizeRender

Candy and Rob first started working together in 1991 at Financial Computer Support in Oakland, MD.  Since then, they’ve worked together in numerous capacities including her latest position as Reconciliation Coordinator.

Her experience and good nature has made her a valuable contributor and resource to our company.

We will miss you Candy!

Quarterly webinar slated for Wednesday, June 29 at 4 PM Eastern Time

Webinar Details

AssetBook will be conducting a quarterly webinar where Rob Major, CEO will discuss recent development, company updates and give you some tips on best practices for the upcoming quarter end. We hope to see you there!
Click Here to Register (This webinar has already happened! Be on the look out for upcoming webinars right here on the AssetBook Blog!)

After registering, you will receive a confirmation email containing information about joining the webinar.
If you have any problems registering, please contact Sarah Mattingly at