Training & Engagement

Training & Engagement

Our Training and Engagement Program has been designed with both new and existing advisers in mind.

The program’s main purpose is to provide support to you and your staff through our team of experts.

Our team provides an efficient Transition Service, training, resources and tools to help increase business efficiencies and improve your experience through our platform.

  • Webinars. Keep up-to-speed with CPD accredited training sessions.
  • Tailored solutions. Personalised support for you, your staff and your business.
  • Empowered. Articles to inform and inspire you in your day-to-day operations.

Webinars

Register now for our upcoming CPD accredited training & webinars.

Introduction to Trading Capabilities

When: Tuesday, 19th November 2019
Time: 10:30am - 11:15am (AEST)

Join us for an introduction to the core trading capabilities available to you.

CPD Accredited – 0.75 hours

We will be covering the following:

  • Product Overview
  • Single Stock Trade and Holding Screen
  • Account Reporting and Statements
  • Managing Open Orders

Advanced Trading Capabilities

When: Thursday, 21st November 2019
Time: 1:30pm - 2:15pm (AEST)

Join us for an in depth display of advanced trading capabilities.

CPD Accredited – 0.75 hours

We will be covering the following:

  • Multi-Line Trading Functionality
  • Conditional Orders
  • Managing Orders
  • DayBook and Reporting

Introduction to Market Research

When: Tuesday, 3rd December 2019
Time: 11:00am - 11:45am (AEST)

Join us for an introduction to our core complimentary Market Research.

CPD Accredited – 0.75 hours

We will be covering the following:

  • Research Provider Overview
  • Market, Company & Sector Research Navigation
  • Creating Watchlists & Alerts
  • Recommendations & Calendar tools

Introduction to Interactive Charting & Stock Screeners

When: Thursday, 5th December 2019
Time: 11:00am - 11:45am (AEST)

Join us for an in depth demonstration of our advanced Research Tools available to you.

CPD Accredited – 0.75 hours

We will be covering the following:

  • Interactive Charting
  • Equities & ETF Stock screeners
  • End of day pricing
  • Company Trading Ideas & Comparison

Cash Solutions and Website Capabilities

When: Wednesday, 11th December 2019
Time: 11:00am - 11:45am (AEST)

Join us for an in depth demonstration of our Cash Solution & Online Capabilities.

CPD Accredited – 0.75 hours

We will be covering the following:

  • ACA & Netbank product information
  • Client & Account Administration
  • Transacting: Funds Transfer, Bpay, Scheduled Transfers
  • Batch Fee Collection

Online Account Origination

When: Thursday, 12th December 2019
Time: 11am - 12pm (AEST)

Join us for an in depth demonstration of our Online Account Origination process.

CPD Accredited – 1.00 hours

We will be covering the following:

  • Trading & ACA product information
  • Benefits & Rework Reasons
  • Online Application for Trading & Cash
  • Managing & Tracking Applications

If you would like to know more about our Webinar Suite

About Training & Engagement

Our Training and Engagement Program offers service and support to adviser businesses through:

Training & Engagement

Platform education

Education will ensure you and your staff are aware of the functionality and efficiencies available to you through our platform.

Access to webinars

Access to webinars

We’ll organise interactive webinars on topics that advisers value and are interested in hearing about, such as recent website enhancements, products and processes

Presentation and support materials

Presentation and support materials

The presentations and support materials used during your session will be provided to you and staff to use.

Face to face or virtual training

Face to face or virtual training

Choose the training format that best suits your needs, either through an online meeting or a face to face session in your office.

Bulk transitions

Tailored transition plan

With an individualised and catered focus on your needs, we work with you to develop a transition plan that best suits you. Learn more about our Transition Service.

Tailored & On-going support

Tailored & On-going support

We’ll offer support specific to the needs of you, your staff and your business. If you have further training needs in the future you can continue to arrange appointments with our team.

Meet our Team

Our team will work with your Business Development Manager to understand the operational demands and needs of your business, to deliver an appropriate and tailored level of service and support.

Kristina Italiano

Kristina Italiano

Team Leader

Karina Cenidoza

Karina Cenidoza

Relationship Training Manager

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