Take your first steps into the world of PortfolioXpert.

This lesson will walk you through the software setup through navigating though the plattform. It will give you tips on how to access and configure all elements of the software. This lesson will make subsequent lessons easier to understand and implement. 

Key Features:

• Logging In
• Navigating the Tabs & Menus
• Page Layout – Saved Settings
• Accessing Portfolio Subscriptions

coming soon