Meeting Register Page

Meeting banner
Practice Management and Apps
Using the older version of the system, we show you how to:
• Create model portfolios/short-lists and how these are used within a Client Case.
• Carry out a new money recommendation.
• Set up a valuation platform with the different providers.
• The client facing app (My Planning).
• The adviser app for risk profiling.
Please choose only one meeting to attend.
Time shows in
Meeting logo
* Required information