AFTER THIS WORKSHOP

...you will have a thorough understanding of the software's key features.

...you will be familiar with all available support options.

...you will have a comprehensive knowledge of the Universe's basic functions.

...you will grasp the relationship between Security and Investment.

...you will comprehend the concept of Common Properties.

...you will be able to create a group structure.

AFTER THIS WORKSHOP

...you will gain a comprehensive understanding of the underlying accounting logic in QPLIX and know which software

   areas are involved in its configuration.

...you will grasp the structure and functionality of account ranges.

...you will become familiar with the transaction mask and transaction record.

...you will comprehend the concept of entry types.

...you will be able to find, check, and modify transactions.

...you will be skilled in linking documents (such as transaction records) to their respective transactions.

AFTER THIS WORKSHOP

...you will have a comprehensive understanding of the functions within the Analytics section.

...you will navigate confidently within the Allocation Analytics Tool.

...you will grasp the significance of the "Preset" concept for your analyses and reports.

...you will know how to share and manage presets in QPLIX.

...you will be able to make ad-hoc changes to existing evaluations, as well as add and remove metrics.

...you will have the ability to create simple evaluations and understand the fundamental concepts for producing

   accurate analyses.

AFTER THIS WORKSHOP

...you will master all the essential functions of the Analytics section.

...you will have a deep understanding of both general and specific metric options, allowing you to utilize

   them effectively for your evaluations.

...you will comprehend the workings of the QPLIX formula metric, enabling you to seamlessly incorporate

   it into your analyses.

...you will be knowledgeable in creating benchmarks in QPLIX and understand the necessary preset configurations

   to sensibly integrate them into your evaluations.

AFTER THIS WORKSHOP

...you will have a comprehensive understanding of the Reporting section and its core functions.

...you will grasp the significance of the Preset concept when creating report templates.

...you will gain the ability to independently create and generate reports.

...you will be familiar with the specific considerations when using Presets for reporting.

...you will be knowledgeable about the various options for distributing reports within and outside of QPLIX.

...you will comprehend the concepts of Iterators and Sub templates and how they can be utilized to enhance

   the flexibility of your reports. (optional)

AFTER THIS WORKSHOP

...you will be able to (manually) create stocks, bonds, real estate, and private equity funds (including master data) in QPLIX.

...you will have an understanding of how data and market updates are supplied in QPLIX.

...you will be familiar with the unique characteristics of real estate and closed-end funds in QPLIX.

...you will be able to (manually) record basic transactions for these assets.

...you will know how to analyze these asset classes on an ad hoc basis and in reports.