Help setting up portfolio ADV Monitoring

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Help setting up portfolio ADV Monitoring

2024-01-30 08:06| 来源: 网络整理| 查看: 265

Help setting up portfolio ADV Monitoring Contact Castle Hall to get assistance setting up Free DiligenceExpress ADV monitoring for an entire portfolio

We want you to get the most out of DiligenceExpress and we’re here to help.  Simply click on the Chat feature to connect with our team with any questions and feedback you may have, or to get help setting up DiligenceExpress coverage for your entire portfolio!

 

Below please find a short video highlighting two ways to get help from Castle Hall's dedicated Client Support team to set up ADV monitoring for all US SEC registered managers and funds in your portfolio.

 

Remember, there is no limit to the number of DiligenceExpress accounts that your organization can have set up.  Feel free to recommend that your colleagues set up their own DiligenceExpress accounts as well.

 

We hope the DiligenceHub Help Center will provide quick answers to your questions as you as you begin to use the app. Please browse the articles at your convenience - and, of course, feel free to send a support ticket or live chat with our team if you have questions at any time.



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