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Strata Management | 0 min read

Watch Now: Investment Bank Accounts in Strata Master

Published by:

The Rockend Team

Missed our free webinar on simplifying your Investment Banks Accounts in Strata Master? You can now watch it on-demand here!

We'll show you how to better manage your investments and increase simplicity when reconciling accounts in Strata Master.  This webinar is for Strata Master users who manages strata plans with investment bank accounts.

In this webinar we cover:

  • How to set up investment accounts
  • Transferring to/from investment accounts
  • Reporting on investments
  • Reconciling investment accounts
Length? 30 minutes
 

Note: The webinar starts 4:30 minutes into the video - skip to that point.

Managing Investment Bank Accounts in Strata Master

 

 

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