ADVANCED

Cordium Software University

Cordium Software University is a series of monthly online training events geared specifically for Cordium software clients.  Each month, our short, focused webinars will highlight specific best practice usage of our tools as well as tips, little known features, product updates and more.  These sessions are designed to help increase your efficiency and ensure that you are getting the most out of your Cordium software.  Each course ends with a Q&A.

Cordium Software subscribers can view past Software University sessions in the product Help Desk sites.


Upcoming 2016 course schedule:

November 16, 2016 – 12pm ET / 5pm GMT
Compliance ELF- FAQs and Preparing for Year-End
Register here.

In this course you will:

  • Learn how to properly manage the Essentials pages
  • Learn how to properly manage the AHR & QTR pages
  • Learn how to send and edit ELF reminder emails

 

December 14, 2016 – 12pm ET / 5pm GMT
Compliance ELF – Understanding Broker Feeds and Personal Trading Data
Register here.

In this course you will:

  • Learn about the various error codes that you may see and understand the follow up steps for each one
  • Learn best practices for managing broker feeds
  • Learn how to use the Filtered Transactions Page
  • Gain a deep understanding of unmatched records
  • Learn how to use the Security Mapping Page to manage unmatched records effectively