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.

  • Resources to Help - Your dedicated page providing helpful online support. How-to-videos, Trading and Cash User Guides, eSubmit
  • Webinars. Keep up-to-speed with CPD accredited training sessions.
  • Empowered. Articles to inform and inspire you in your day-to-day operations.

Webinars

Register now for our upcoming accredited training webinars.

TraCRs Webinar

Join us for this exclusive TraCRs (Transferable Custody Receipts) webinar with Deutsche Bank and Chi-X where we will explore global trends and how your clients can gain access to US shares locally.

What will be covered?

  • Recap of TraCRs
  • Making sense of the US equity market in 2020
  • Single stock exposure enhancing portfolio performance
  • Sector comparisons between Australia and the US
  • Gaining access to US shares locally

Online Account Origination

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

CPD Accredited – 1.00 hours

New online application sessions, covering:

  • Trading and ACA Product Information
  • Online application for Trading and Cash
  • Electronic Customer Verification
  • Benefits and Rework reasons
  • Managing and Tracking applications

Introduction to Trading Capabilities

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

CPD Accredited – 1.00 hours

The webinar covers the following:

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

Advanced Trading Capabilities

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

CPD Accredited – .75 hours

The webinar covers the following:

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

Introduction to Market Research

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

CPD Accredited – .75 hours

The webinar covers the following:

  • Research Provider Overview
  • Market, Company and Sector Research Navigation
  • Creating Watchlists and Alerts
  • Recommendation and Calendar tools

Introduction to Interactive Charting & Stock Screeners

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

CPD Accredited – .75 hours

The webinar covers the following:

  • Interactive Charting
  • Equities and ETF Stock Screeners
  • End of Day Pricing
  • Company Trading Ideas and Comparison

Cash Solutions and Website Navigation

Join us for an in depth demonstration of our cash functionality & website navigation.

CPD Accredited – .75 hours

The webinar covers the following:

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

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:

Platform education

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.

Tailored transition plan

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.

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

Carlie Azar

Carlie Azar

Relationship Training Manager

Lema Saedi

Lema Saedi

Relationship Training Manager