Skip to main content
Client Manager Help Centre home page
Submit a request
  1. Client Manager
  2. Training

Training

Getting Started

  • Welcome to Client Manager
  • Tour of Client Manager
  • Creating clients / entities
  • Data entry in client record
  • Adding your template management settings

Beginner

  • Introduction to searching
  • Introduction to template creation
  • Introduction to workflows
  • Introduction to Advice Wizard

Intermediate

  • Intermediate searching
  • Intermediate workflow creation
  • Intermediate template creation
  • Intermediate portfolio reports

Advanced

  • Advanced template creation