Training

Our knowledgeable, friendly training personnel are here to help you get started using the MacroRisk Analytics system, tailored to your practice. To help you take full advantage of all our system has to offer, included with every Advisor and Analysis Suite subscription are two one-hour training sessions.

Your first training session covers details about how MacroRisk Analytics looks at the effects of the economy on your clients’ individual investments and their portfolios as a whole. This session also provides an introduction to all the basic features of our system, including use of our powerful screening and optimization tools. Your second training session is customized to your practice, answering your questions about how to use the MacroRisk Analytics tools for your particular analysis needs.

Our training staff is always available by email to answer your questions about how to best use the MacroRisk Analytics system in your practice. In addition, customers who subscribe to the Advisor and Analysis Suite levels have access to toll-free customer support. Our goal is to make sure that our customers are able to take advantage of everything the MacroRisk Analytics system has to offer. Further customized training is available through our Consulting Services.

Please contact us for any further questions.