Q1 product insights webinar
28 MARCH 2023
Duration: 1 hour
Our Q1 2023 product insight webinar focused on our institutional client reporting features, as well as provided a convenient summary of our current product offering. Intended to be an informative session, this webinar showcased how you can make the most of our platform.
We demonstrated how to build out customized reports in Excel for multiple accounts. We believe many of you will find these reports to be particularly useful for your distributors.
In addition, we showcased how to add and style dynamic data as text in PowerPoint, which has not been shown before, and demonstrated how you can generate Office charts with data from our platform.
Associate Head of Product
Senior Product Manager
Chief Product Officer & Chief Revenue Officer
Watch the recording
Complete the form below and a link to the webinar recording will be sent to the provided email address.