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Mark Gaskell – Platform Specialist
Tuesday 27 November 2018
With approximately 40,000 U-Scan reports run by advisers every month, it remains one of our adviser community’s preferred tools for portfolio analysis and client reporting.
Want to understand how to get the most out of using U-Scan? Join us on our webinar to learn about:
Michael Jaggard – Platform Specialist
Tuesday 4 December 2018
Want to breeze through capital gains tax (CGT) calculations for your clients? Our CGT tool, which is fully integrated into our platform, can help significantly with your tax planning process.
Join us on our webinar to learn about:
Tuesday 11 December 2018
We pride ourselves on having a platform that is simple and easy to use. Our ISA and CIA application processes allow you to submit client applications in a matter of minutes, helping to put time back into your business.
Tuesday 18 December 2018
Our Platform Specialist will give you a deeper understanding of the time-saving efficiencies our platform can provide. From paperless processing with our new PROMPT tool, to receiving email alerts informing you how your client applications are progressing, and much more. This session has it all.
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