Customer Support

HighlineFI is a powerful, web-based data and analytics solution, and it enables you to accomplish very complex tasks with minimal effort. However, sometimes questions arise, and Support is here to assist you.

We offer free telephone and e-mail support for a wide variety of issues so please let us know how we can help:

General use of our online products

Including: how to view data, creating custom reports, creating saved groups, creating merges, mapping

Data support

Including: general information about our data, term definitions, validation against federal regulators, ratings questions

Technical support

Including: security settings, online add-in settings, online reports assistance

Model conversions

Including: converting existing Excel models for use with our add-in

Contact Information

Hours: M-F, 8:30 am to 7:00 pm Eastern
Phone: 1-877-305-6657
E-mail:support@highlineFI.com

Training

We always recommend taking advantage of our free customer training sessions for fast and thorough instruction in using our products and data. It is easy to schedule through our Customer Support group, and it's the best way to gain the maximum benefit from your HighlineFI subscription. Sessions are conducted via WebEx and telephone.

Sessions

QuickStart Training

A thorough overview of HighlineFI's features and capabilities, via WebEx and telephone. QuickStart sessions can accommodate up to 15 associates. Explore the home page and each module's components and capabilities.

Mastering HighlineXL Excel® Add-In: Basics

An introductory look at our powerful Excel Add-In, conducted one-on-one via telephone. Gain assistance and information about installation, as well as hands-on training for formulas and functions. You will learn: basic formulas, creating tables, and customizing spreadsheets for use as templates.

Mastering HighlineXL Excel® Add-In: Advanced

In-depth training for our Excel Add-In users, conducted one-on-one via telephone. Develop your skills with advanced techniques or convert your existing Excel power-user skills for use in HighlineXL.

Scheduling

Customers can request training by calling or e-mailing Support. We respond to requests immediately to schedule a day and time that is best for you, usually within a week.

Contact Information

Hours: M-F, 8:30 am to 7:00 pm Eastern
Phone: 1-877-305-6657
E-mail: support@highlineFI.com

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