Command Center

Getting Started

• Start Here: Implementation Playbook
• Firmwide Release of Information Instructions
• Firmwide Rep Code Integration
• Getting Account Holdings Data into Nitrogen
• Configuring Investment Objective Ranges
• Setting Alignment Drift

See all 11 articles

Holdings

• Reviewing Holdings Concentration
• Reviewing Accounts in the Holdings Dashboard
• Reviewing Households in the Holdings Dashboard

Proposals

• Using the Proposals Dashboard
• Viewing Clients and Accounts in the Alignment Dashboard

Insights

• Using the Insights Dashboard

Controls

• Configuring and Using Firmwide Approved Security Lists
• How to Set Firmwide Market Assumption Controls
• Reports Branding Controls
• User Management

Securities

• Building Custom Securities Using Custom Scenarios in Securities Builder
• Building Custom Securities in Securities Builder