Overview
Welcome to Client Manager - we are delighted to have you onboard with us!
We recognise that it can be daunting learning a new piece of software, particularly one as broad as Client Manager, but know that we have a great range of training content, user guides, videos and help articles designed to help you along the way.
As a starting point, we recommend that you continue to work through the Getting Started - Introduction to Client Manager course, before moving on to the Beginner course.
The Support Team
Our Support Team are always available to assist with troubleshooting or answering queries around the functionality of the software.
They can be reached by phone or email:
P: 1300 422 823
E: cmsupport@openmarkets.com.au
Newsletter
We run a regular newsletter for our users that highlights everything from new features, tips/tricks and general news; you will receive this in the middle of the month and we recommend working through the content for ideas on how to better utilise Client Manager for you and your team.