User accreditation

Infovest products are designed to give investment users access to data that is both reliable and relevant. Infovest provides training to users to ensure they are proficient in the areas that matter to them:

  • Overview of data available for that particular implementation
  • Entering parameters to drive enquiries and dashboards
  • Use of enquiry data grids including field selection, advanced filters, drill-downs, pivots
  • Saving custom enquiry layouts
  • Managing report content including commentary, images, page exclusions and colour schemes

User training is provided in group or individual sessions and is tailored according to end-user needs