Use this Program Training Guide as an index and checklist to learn the various platforms available
to you through Vanderbilt. We recommend following the order in this guide, but you can move at
your own pace. You can download this pdf to mark and save your progress.

 

PLATFORM TRAINING GUIDE DOWNLOAD

Albridge will allow you to see a comprehensive look at your book of business. You will also have access to an extensive performance reporting package that covers performance, asset allocation, holdings analysis, transactions, benchmarking and more.

Docusign allows for e-signature and secure sending of documents. You can have your clients sign paperwork remotely in a secure manner. Whether it is their mobile phone, tablet or personal computer, you can get your documents easily signed.

The content below will help you learn our Straight Through Processing system.

Docupace is Vanderbilt’s solution for Straight Through Processing. You are able to retrieve, sign and submit paperwork electronically all in Docupace. All your submitted paperwork is filed within Docupace in Individual client folders.

Vanderbilt Email hosted at Appriver can be accessed on multiple devices. The links below will give you step by step information on how to configure your devices.

Email Settings

imap.us.exg7.exghost.com

993

smtp.us.exg7.exghost.com

587

Requires authentication

TLS (If TLS is not available, use SSL)

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