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Proactive Portfolio Management

  • Using the time-management functions in Strata Master to keep on top of all of the portfolio’s demands.
  • This course is designed for all users of Strata Master, and will benefit users in any role; administration, portfolio management, or accounts.

Topics Covered

  • Registers
    - Recording information in the Registers
    - Configuring Register Types
  • Reminders
    - Configuration
    - Demonstration
  • Diaries
    - Three diaries
    - Reminders for diaries
    - Reporting on diaries
  • Quick Reports (Registers Tab)

Pre Requisites

Participants should be familiar with Strata Master, or have completed the course "Navigating Plans and Lots".

Course Length

1 hour


$55.00 (incl GST)

Run Cycle

Every second month based on interest received


Book the date and time most convenient for you.

14 / 05 / 2019

11:00 AM - 12:00 PM


Please select Location:

14 / 05 / 2019

11:00 AM - 12:00 PM


Register interest in future classes that may not have been scheduled yet

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