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.
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.
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.
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!
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!
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.
Just be sure to include the {}’s and the result will look like this (highlighted for this demonstration):
Posted on August 31, 2016 August 31, 2016 Author Rob MajorCategories Did You Know?, Feature, Support	
Good news, most all custodial files are on time this morning! The only files that are running late are Pershing, and we should have those imported by 10 am Eastern time.
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.
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.
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.
Check out this new Radar feature that lets you kick off a report batch, close the browser, and receive a link to the report in your email.