Last updated: 2025-09-19
SmartInvestments Course
Level One covers the SmartOffice investment tracking process, from the creation of security records in the Security Master to helping your clients meet their financial goals with SmartInvestments Asset Allocation tools.
In Level Two, learn how to use the Performance screen of an investment account to track the performance of client holdings and compare account growth to market indicators. Also, learn how to use Asset Allocation tools to help your clients ensure that they are meeting their investment goals.
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Watch These Training Videos First
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Supplemental Training
SmartInvestments Performance
| 2:55 | |
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| 2:48 | |
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| 2:39 |
Asset Allocation
| 3:08 | |
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| 6:49 | |
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eMoney Integration
| 6:34 |
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Downloading Investment Data
| 6:25 |
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