The tutorials in this section review Compass ways to load historical financial data as well as maturity and repricing information on the existing portfolio.
Monthly Download (19:56)
Learn how DataBridge is the part of Compass that automates the process of reading data files extracted from your other data processing systems.
Click on the link to view and download additional training materials for this module:
Rate Forecast (2:56)
Plansmith provides an optional automated download of a rate forecast from Blue Chip Financial Forecasts©, which surveys 50 of the country’s top economic forecasting firms.
https://plansmith.com/pub/tutorials/RateForecast/Rate_Forecast2024.mp4
Red Flags (15:21)
Learn how to identify and correct Red Flags, which indicate that a logic or data error exists within the account
https://www.plansmith.com/pub/videos/red_flags/red_flags.html
Click on the link to view and download additional training materials for this module:
Adding a New Account (17:40)
Learn how to add a new account to your Compass Chart of Accounts
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