Watch YS 101, 201, 301, and 401 to learn how the pros use the platform
Looking for help on how to optimize your use workflow with the platform, maybe you're searching for client stories on how to drive success, or even just need to get a refresher on new features on the platform.
If you would like a 1 on 1 meeting to go over anything specific, please book a meeting with Michael Amoroso and he'll be happy to help!
YS 101: Explainer Tier Features
- Overview of core functions of YourStake: Get a comprehensive understanding of how to navigate and utilize YourStake effectively.
- Upload a portfolio: Learn the two methods to upload your portfolio - CSV and Manual.
- Values Questionnaire: Discover how to send and complete the values questionnaire to align your investments with your values.
- Embedding to your website and client prospecting use: Find out how to integrate YourStake seamlessly into your website for optimal client engagement.
- Values Picker: Master the art of sending the values picker to streamline the investment selection process.
- Questionnaire v. Picker: Understand the differences and benefits of using either the questionnaire or picker to tailor your investment strategy.
- Building a Report: Acquire the skills to create comprehensive and insightful reports for your clients.
YS 201: Professional Tier Features
- Review how to build reports
- How to improve a portfolio with the Portfolio Designer
- Build a new portfolio using the Portfolio Builder
- How to set up Portfolio Alerts
- 5. Use cases for how to utilize reports and portfolio tools within your practice.
YS 301: Champion Tier Features
- How to leverage Institutional Reports for HNW clients
- Why Metaphor reports can lead to better client meetings
- Ways to customize and white-label reports
YS 401: Analyst Terminal Features
Learn the top use cases for:
- The Company Screener
- Institutional Questionnaire