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

 
 

Funds section walkthrough

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

8Minutes

 

Creating and running portfolios

A quick view into creating and running portfolio analytics.

5 Minutes

 

Compare two Portfolios

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

2 Minutes

 

Stock section walkthrough

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

2 Minutes