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Principal Securities Technology Solutions
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Training for Principal Securities Technology Solutions

https://pfg.webex.com/pfg/j.php?MTID=mc778be7416c68e5badf6ae2db8efd00bPrincipal Securities, Inc. (Principal Securities) provides a wide variety of technology solutions to help you better serve your clients and grow your business.  And – we support you with on-site and remote training to help ensure you get the most from the technologies you choose.

The following training opportunities are available to you.  If you see a training session you’re interested in, please add it to your calendar.

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July 2017

Day Time Topic Add to Outlook Calendar
12 2:00 p.m. CT Manage Advisory Business via NetX360 Add to Calendar
18 11:00 a.m. CT LaserApp Anywhere w/ E-signature Add to Calendar
20 11:00 a.m. CT Albridge Wealth Reporting Add to Calendar
27 2:00 p.m. CT Morningstar Advisor Workstation Add to Calendar

Topic Description
Albridge Wealth Reporting Learn how to make client report packages, client household reports, as well as some other helpful tips in using Albridge with your clients.
LaserApp Anywhere Learn about the web-based version of LaserApp that provides the capability of forms sharing and e-signature
Morningstar Advisor Workstation Learn about investment research capabilities, hypotheticals, and how the software can integrate with Albridge and NetX360     
Managing Advisory Business via Netx360 Learn how to run drift reports, see reports with client fees and models as well as some tips on using NetX360 to make your advisory business run smoothly

Recent Recordings - available any time

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