Getting to grips with the basics of the system and and how to get the most out of it from day one.
All the information regarding client records. From adding a new client to completing a Fact Find.
Policies, Plans & Mortgages
How to handle policies in the system, from ASU to Wrap Accounts and Mortgages.
The Client Portal is an extremely powerful tool allowing you to securely communicate with your clients.
Commission & Fees
Make sure you stay on top of your Commissions and Fee payments with the help of the system. Find out how to process your commission and fees.