We recommend that all new users of Adviser Office receive some training. Adviser Office is designed to be user friendly. However, you will need to understand how the modules within the system interact and how to implement the system within your organisation.

It is important to ensure that Adviser Office is used correctly from the outset, as mistakes made at this stage are costly and time consuming to correct .All our trainers have worked in the financial services industry and have a wide knowledge of compliance and financial products. Your trainer can provide help and advice on all areas of Adviser Office and he or she will assist you in analysing your processes to produce a seamless administration procedure with Adviser Office.

Training will also increase the confidence of your staff in Adviser Office so that the system becomes central to your business, leading to extensive use of the system and increased efficiency and productivity.

For enquiries on 1st training courses please click here