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LEARN TO USE NGEN MARKETS

NGEN Markets in 2 minutes

A super-fast run through of the major functionality - with some funky music!

2 Minutes

Basics of Markets, News and Fund Analytics

Take a look at the overall application to get a feel for what NGEN Markets is all about

6 Minutes

NGEN in 2 mins
Basics

Funds section walkthrough

See how you can screen through all Mutual Funds ,create and compare specific lists, check holding overlap and more.

8Minutes

Funds section

Creating and running portfolios

A quick view into creating and running portfolio analytics.

5 Minutes

Portfolios

Compare two Portfolios

Compare two portfolios side-by-side. A great feature for client onboarding

2 Minutes

Portfolio Compare

Stock section walkthrough

A short intro to the new stocks tab in the Markets section 

2 Minutes

Stocks
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