• PULSE - SYMPHONY/ADDING IN SCREENS, TEMPLATES & PERMISSIONS  - Online Training

    PULSE - SYMPHONY/ADDING IN SCREENS, TEMPLATES & PERMISSIONS - Online Training

    Webinar / Pulse Symphony

    We will show you how permissions are set-up in Symphony, how to amend permissions, adding new screens, removing screens. Adding filters, saving templates

    Web Based

    07/02/2019

    14:30

    More info / book
  • XPLAN Mortgage Demo

    XPLAN Mortgage Demo

    Webinar / XPLAN Mortgage

    The XPLAN Mortgage overview webinar provides an outline of our innovative Mortgage and Protection solution.

    Web Based

    13/02/2019

    11:00

    More info / book
  • Setup & Sourcing: Online training

    Setup & Sourcing: Online training

    Webinar / Trigold Prospector

    The Setup & Sourcing webinar, has been designed specifically for users who are new to the Trigold Prospector system, or who feel they need a refresher.

    Web Based

    14/02/2019

    11:00

    More info / book
  • PULSE - FATCA/ CRS - Online Training

    PULSE - FATCA/ CRS - Online Training

    Webinar / Pulse Symphony

    We will show you how FATCA / CRS works with Contacts, what static data needs to be present & how to run the reports.

    Web Based

    14/02/2019

    14:30

    More info / book
  • XPLAN - DIGITAL SIGNATURE: Online Training

    XPLAN - DIGITAL SIGNATURE: Online Training

    Webinar / XPLAN

    This course aims to explore how to set up and utilise Digital Signature within XPLAN.

    Web Based

    15/02/2019

    10:00

    More info / book
  • XPLAN - MiFID Ex Post Overview with Q&A: Online Training

    XPLAN - MiFID Ex Post Overview with Q&A: Online Training

    Webinar / XPLAN

    This webinar will give you a brief overview of the MiFID Ex Post Solution in XPLAN. There will also be opportunity for a Q&A with the Product Specialists. Prior to attending the session please familiarise yourself with the detail of the solution by watching the training elearning. There is also a Solution Guide available. To enable us to provide the best Q&A session to you please submit your questions in advance through your Account Manager.

    Web Based

    15/02/2019

    10:00

    More info / book
  • Protection overview: Online training

    Protection overview: Online training

    Webinar / The Exchange

    The Exchange Protection Overview webinar, has been designed to offer new & existing users a complete overview and demonstration of the Exchange and the services that are available to them.

    Web Based

    18/02/2019

    11:00

    More info / book
  • XPLAN - MODEL A TARGET SET & SEND PROPOSAL REPORT FOR DIGITAL SIGNATURE VIA THE CLIENT PORTAL: Online Training

    XPLAN - MODEL A TARGET SET & SEND PROPOSAL REPORT FOR DIGITAL SIGNATURE VIA THE CLIENT PORTAL: Online Training

    Webinar / XPLAN

    This course aims to show how to model a Target Set and send the Proposed Report to the client for Digital Signature.

    Web Based

    19/02/2019

    10:00

    More info / book
  • XPLAN - New User Core: Classroom training

    XPLAN - New User Core: Classroom training

    Classroom / XPLAN

    This course aims to teach participants how to efficiently navigate XPLAN, understanding its functionalities including entering client and policy data, and managing clients using XPLAN’s CRM (Client Relationship Management) tools.

    London - Chargeable

    20/02/2019

    10:00

    More info / book
  • XPLAN - Site Management: Classroom training

    XPLAN - Site Management: Classroom training

    Classroom / XPLAN

    This course covers the tools and knowledge required to carry out the administrator/ operations role by looking at the site set up which includes templates, threads and reports and also creating and administering users.

    Warwick

    20/02/2019

    10:00

    More info / book
  • XPLAN Mortgage Demo

    XPLAN Mortgage Demo

    Webinar / XPLAN Mortgage

    The XPLAN Mortgage overview webinar provides an outline of our innovative Mortgage and Protection solution.

    Web Based

    20/02/2019

    11:00

    More info / book
  • XPLAN - Next Steps: Classroom training

    XPLAN - Next Steps: Classroom training

    Classroom / XPLAN

    This course has been developed as a follow on to New User Core. It is aimed at users who are involved in the servicing elements on XPLAN. We recommend you then attend the supplementary workshops, webinars and videos to build on this training day.

    London - Chargeable

    21/02/2019

    10:00

    More info / book
  • CASHFLOW - Classroom training

    CASHFLOW - Classroom training

    Classroom / XPLAN

    A one day training course to enable participants to build and present Cashflow scenarios in XPLAN.

    Warwick

    21/02/2019

    10:00

    More info / book
  • Setup & Sourcing: Online training

    Setup & Sourcing: Online training

    Webinar / Trigold Prospector

    The Setup & Sourcing webinar, has been designed specifically for users who are new to the Trigold Prospector system, or who feel they need a refresher.

    Web Based

    21/02/2019

    11:00

    More info / book
  • XPLAN - USING THE EXPRESSIONS IN ADVANCED SEARCH: Online Training

    XPLAN - USING THE EXPRESSIONS IN ADVANCED SEARCH: Online Training

    Webinar / XPLAN

    This course aims to explore the benefits of using the expressions OR and AND in an Advanced search to improve the way you can integrate your system.

    Web Based

    22/02/2019

    10:00

    More info / book
  • Protection overview: Online training

    Protection overview: Online training

    Webinar / The Exchange

    The Exchange Protection Overview webinar, has been designed to offer new & existing users a complete overview and demonstration of the Exchange and the services that are available to them.

    Web Based

    25/02/2019

    11:00

    More info / book
  • CASHFLOW -  Online training

    CASHFLOW - Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from XTOOLS in XPLAN

    Web Based

    26/02/2019

    10:00

    More info / book
  • XPLAN - New User Core: Classroom training

    XPLAN - New User Core: Classroom training

    Classroom / XPLAN

    This course aims to teach participants how to efficiently navigate XPLAN, understanding its functionalities including entering client and policy data, and managing clients using XPLAN’s CRM (Client Relationship Management) tools.

    Warwick

    26/02/2019

    10:00

    More info / book
  • XPLAN - Next Steps: Classroom training

    XPLAN - Next Steps: Classroom training

    Classroom / XPLAN

    This course has been developed as a follow on to New User Core. It is aimed at users who are involved in the servicing elements on XPLAN. We recommend you then attend the supplementary workshops, webinars and videos to build on this training day.

    Warwick

    27/02/2019

    10:00

    More info / book
  • XPLAN Mortgage Demo

    XPLAN Mortgage Demo

    Webinar / XPLAN Mortgage

    The XPLAN Mortgage overview webinar provides an outline of our innovative Mortgage and Protection solution.

    Web Based

    27/02/2019

    11:00

    More info / book

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