Platform Navigation

• Correlate 4.0 - Creating & Customizing a Proposal
• Correlate 4.0 - CSV Upload
• Correlate 4.0 - Creating a Custom Benchmark
• Correlate 4.0 - Graphs Overview
• Correlate 4.0 - Combining Funds into a Portfolio
• Correlate 4.0 - Creating, Duplicating, and Managing Portfolios in CapIntel

• CSV Upload for CapIntel Portfolio Management
• Create Portfolio & Add Advisory Fees - Video Walkthrough
• Quick Add section in the Portfolio Builder
• Creating, Duplicating, and Managing Portfolios in CapIntel
• Saving a Portfolio
• Combining Funds into a Portfolio

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• Loading Models and Portfolios into Open Comparisons
• Product Groups - Video Walkthrough
• Product Groups
• Income Stream tab
• Risk Profile tab
• Saving a Comparison

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• Search Function and Fund Screener
• Using the Fund Screener

• Introducing OMNI: A Guide to Creating Digital Investment Presentations
• Proposal Enhancements in CapIntel
• Creating & Customizing a Proposal

• Adding a Contact
• Editing or Deleting a Contact

• Managing Company Models
• Managing Your Team