Athennian Training Session 1 - On Demand Webinar Series
In this segment of the On-Demand Webinar Series, you will learn the following:
Dashboard Review - Help Center / Feedback Center / In-App Chat
Create an entity from a template
Create an entity from scratch
Create agents, track registrations, add principals, create classes of securities, etc.
Create and merge a person record
Bulk replace, appoint and remove principals
Generate an entity summary