Fundriver offers all new users a one-hour complimentary training session. The objective is to provide an overview of how to navigate the Fundriver site and explore basic site administration. We will walk through the process of posting transactions in Fundriver and educate users on reporting options. Below is our standard agenda for this meeting.
If you are interested, please contact Fundriver support at Support@fundriver.com.
Overview of home page
Walk through of profile data and overall site navigation
Walk through posting transactions
Overview of reports available
Wrap up and client questions