How-To Video: Custom Fund Search

by jmurphy on 12 Aug 2010

Looking to improve your investment research capability or streamline your research process? You can use Adviser Workstation to do both.

Have a look at this

short video which shows how to build detailed, repeatable searches in Adviser Workstation. Easily create searches that show only rated funds, funds of a particular sector or category, funds that can be used in an ISA or funds available on a particular platform. And you only need to create the search once, then save it. Each time you use the search the results will be updated.

Posted in: Training Videos,