How hard is to use PAS for non-professional investors?
A special effort was made by our development team to make PAS as simple as possible. A comprehensive Portfolio Administration Services Manual and User Guide is supplied with purchase of the Portfolio Service, that leads the user step by step through the process of creating portfolio types, entering opening balances and day to day running of the portfolio. Each “step by step” process is supported by the image of the application screen. The Guide is essential help and reference document supplementing our online version tutorials contained in the Information Panels* with every data entry, position and report screen. * Interactive Information Help Panel: This function allows the application to be split between questions and an interactive help panel. On one side of the screen are the questions, and on the other side is an interactive help panel. When the user runs their mouse over the question, help text or information relating to the question will be displayed in the information panel sec
