News / Wealth Management

With a new range of topics and shorter formats, our new online training series is now easier to fit into your working day.

IRESS training is evolving to be more tailored to our clients' specific needs and help users get even more out of the software they use.

From September, we're introducing a range of new topics and shorter formats that are easier to fit into your working day. The series will cover XPLAN, CommPay, PWM, XPLAN Mortgage and now Pulse.

The first sessions will include:

XPLAN and COMMPAY

  • XPLAN Labs - Overview
  • Separating clients in XPLAN
  • A GDPR refresher
  • Introducing the new XTOOLS Cashflow Report
  • New business process (Revenue)

PWM

  • Compliance Rules

XPLAN Mortgage

  • Sourcing of non-standard mortgages

PULSE

  • Creating clients and portfolios in Pulse
  • Creating contact and address and linking to a portfolio

We know that time is precious so the majority of the webinars will last no longer than 30 minutes each, with the occasional session of no more than 60 minutes for the areas more rich in functionality. It means these valuable sessions can be slotted into the day, while keeping the viewer's concentration.

Commenting on the new approach, training manager Sarah Atkinson said: "We've been listening to our users and have made these changes so that our online training adds real depth and insights into what our solutions can do. We're really keen to build training webinars around a client example or scenario, so that users can relate to them, so we'd love to hear from users on the subjects and topics they'd like to see covered."

View our latest training now

 

 

 

 

 

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