Do you remember the time when you first started in this industry? You had to overcome at least two hurdles – applying your knowledge of finance and investments and acquiring knowledge of processes and systems. Today you may be experienced enough that both of those hurdles are largely behind you. However you may have a new employee who is just like yourself back then. Alternatively you may find yourself in a position that you will responsible for a new area of expertise or you may want to validate your command of the software and share ideas with your peers. In short we can all benefit from continuing education.

Your success and hence the success of your investment management operation are dependent on your proficient use of your portfolio management software. We achieve this ideal by acquiring the knowledge, comfort, and skills over time. Many of us accumulate this combined knowledge mainly through experience on the job. A faster and more robust approach to that goal is through a number of educational channels – live training, recorded classes, forums, product documentation, peer-to-peer training, user conferences, etc.

At MD Solutions LLC we offer Hands-On Workshops (HOW) designed to provide you with the fundamentals of Advent Portfolio Exchange and Axys. We discuss the different workflows and topics concerning back office functions, trading, and portfolio management and examine how they are handled by the software. Throughout each session students are working through numerous exercises in our lab environment that complement the instruction. Given that we maintain a small class size you receive personalized attention with the goal of adjusting the training to you as the student.

Many students decide to attend only certain days of the training depending on their needs and availability. The curriculum of the workshops is modular and allows the student which days they would like to attend. More broadly we can customize the training to your business needs either in a classroom setting or beyond.

Training takes place in our office in Fort Myers, your office, or remotely. In addition to hosting in an attractive location, you have the added advantage of meeting the team of experts that comprise MD Solutions when you choose to visit us in Ft. Myers.  Our distance learning options can be customized to meet your needs.  Our vendor certification allows you the confidence to choose us for all your training needs.

New Employee Training

SSRS Custom Report Training

Axys/APX Training

Moxy Training

Coming Soon... Replang Custom Report Training

Call Us Today: +1 239 337 9288