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Training for Principal Securities Technology Solutions

Advisor Call/Training Schedule - 3rd Quarter 2018

 
Call in # for all: 888-804-6749
 
Conference code: 5152359856
Password: training18
 
Questions? Contact the Principal Securities Sales Support team at: bdssalessupport@principal.com

 

Date

Time

Subject

Description

Participant Link

Tuesday, July 10, 2018 11:00 AM CT LaserApp Anywhere LaserApp's web based version of their form filling software that includes many products.  We'll show how it can integrate with a CRM as well. Add to Calendar
Thursday, July 12, 2018 2:00 PM CT Albridge Wealth Reporting - New Reports Learn about the new report formats that will be rolled out at the end of May. Add to Calendar
Wednesday, July 18, 2018 10:00 AM CT Albridge Wealth Reporting - New Reports Learn about the new report formats that will be rolled out at the end of May. Add to Calendar
Thursday, July 19, 2018 3:00 PM CT New Account opening Walk through Unified Account Opening (UAO) and paperwork generation.  This will not cover e-signature due to time.  See other trainings for e-signature. Add to Calendar
Tuesday, July 24, 2018 10:00 AM CT Advisory Select models and trading How to build and use models as well as how to use those models for trading. Add to Calendar
Thursday, July 26, 2018 11:00 AM CT Albridge Wealth Reporting - New Reports Learn about the new report formats that will be rolled out at the end of May. Add to Calendar
Tuesday, July 31, 2018 2:00 PM CT Wealthscape Reports/Alerts Showing how to use reports as well as commonly used reports and tips/tricks including setting up alerts for reports. Add to Calendar
Tuesday, August 7, 2018 3:00 PM CT E-signature for account opening Cover how the e-signature process works including adding additional forms and using remote or in person signing. Add to Calendar
Thursday, August 9, 2018 3:00 PM CT E-delivery setup Learn how to send a "click to agree" email to your clients to enable e-delivery for one or more paper documents.   Add to Calendar
Tuesday, August 14, 2018 10:00 AM CT New Account opening Walk through Unified Account Opening (UAO) and paperwork generation.  This will not cover e-signature due to time.  See other trainings for e-signature. Add to Calendar
Thursday, August 16, 2018 11:00 AM CT Business status/BPM How to upload account paperwork for new accounts or service paperwork, track the status, and setup alerts Add to Calendar
Tuesday, August 21, 2018 10:00 AM CT Cashiering - Money Movement How to do one time or systematic money movement out of accounts.  Also using the remote deposit option for depositing checks. Add to Calendar
Thursday, August 23, 2018 3:00 PM CT Fee-based Proposals How to run proposals for Advisory Select or Principal Managed accounts including tips/tricks in starting the account opening. Add to Calendar
Tuesday, August 28, 2018 10:00 AM CT Wealthscape Reports/Alerts Showing how to use reports as well as commonly used reports and tips/tricks including setting up alerts for reports. Add to Calendar
Thursday, August 30, 2018 11:00 AM CT LaserApp Anywhere LaserApp's web based version of their form filling software that includes many products.  We'll show how it can integrate with a CRM as well. Add to Calendar
Tuesday, September 4, 2018 8:00 AM CT Albridge Advanced Learn about creating custom benchmarks, model portfolios, report packages, and client view's available. Add to Calendar
Thursday, September 6, 2018 9:00 AM CT E-signature for account opening Cover how the e-signature process works including adding additional forms and using remote or in person signing. Add to Calendar
Tuesday, September 11, 2018 10:00 AM CT E-delivery setup Learn how to send a "click to agree" email to your clients to enable e-delivery for one or more paper documents.   Add to Calendar
Thursday, September 13, 2018 11:00 AM CT Wealthscape/Envestnet Intro Understand navigation and customization of views of Wealthscape and Envestnet. Add to Calendar
Tuesday, September 18, 2018 10:00 AM CT New Account opening Walk through Unified Account Opening (UAO) and paperwork generation.  This will not cover e-signature due to time.  See other trainings for e-signature. Add to Calendar
Thursday, September 20, 2018 3:00 PM CT Business status/BPM How to upload account paperwork for new accounts or service paperwork, track the status, and setup alerts Add to Calendar
Tuesday, September 25, 2018 10:00 AM CT Wealthscape Reports/Alerts Showing how to use reports as well as commonly used reports and tips/tricks including setting up alerts for reports. Add to Calendar
Thursday, September 27, 2018 11:00 AM CT Morningstar Advisor Workstation Learn about investment research capabilities, hypotheticals, and how the software can integrate with Albridge or Wealthscape Add to Calendar

 

Recorded Trainings

Original Date Length (min) Subject Description Recording Link
Tuesday, March 13, 2018 42 Business status/BPM How to upload account paperwork for new accounts or service paperwork, track the status, and setup alerts Link to recording
Thursday, March 15, 2018 42 Reports/Alerts Showing how to use reports as well as commonly used reports and tips/tricks including setting up alerts for reports. Link to recording
Wednesday, March 21, 2018 30 Fee-based Proposals How to run proposals for Advisory Select or Principal Managed accounts including tips/tricks in starting the account opening. Link to recording
Thursday, March 22, 2018 51 New Account opening Walk through Unified Account Opening (UAO) and paperwork generation.  This will not cover e-signature due to time.  See other trainings for e-signature. Link to recording
Thursday, March 29, 2018 40 E-signature for account opening Cover how the e-signature process works including adding additional forms and using remote or in person signing. Link to recording

556103-082018

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