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.
5 min. | Overview of home page
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25 min. | Walk through of profile data and overall site navigation
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20 min. | Walk through posting transactions
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5 min. | Overview of reports available
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5 min. | Wrap up and client questions
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