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Principal Securities Technology Solutions
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Training for Principal Securities® Technology Solutions and more

Advisor Call/Training Schedule - 4th Quarter 2024

 
**Please use the below Subject Link to register for the meeting**
 
Questions? Contact the Principal Securities Sales Support team at: bdssalessupport@principal.com

Looking for Reg BI training resources? Visit the Reg BI page

 

Date

Time

Subject/Link to Add to Calendar

Description

Tues, Oct 15, 2024 10:00 AM CT Albridge Basics Learn the basics of using Albridge to manage your book of business.
Thurs, Oct 24, 2024 10:00 AM CT Skience NAO Learn the basics of opening accounts through the new Skience platform.
Tues, Nov 5, 2024 10:00 AM CT Wealthscape Basics Learn how to navigate the Wealthscape platform to manage your Principal Securities business.
Thurs, Nov 14, 2024 10:00 AM CT Skience NAO - Direct Mutual Funds Learn the basics of opening direct mutual fund accounts through the new Skience platform.
Tues, Dec 3, 2024 10:00 AM CT BPM/BPM Statusing Learn how to upload documents directly into the BPM tool for processing, as well as how to track submitted business.
Tues, Dec 10, 2024 10:00 AM CT Skience NAO - e-Signature and Wet Signature Learn how to utilize both e-signature and wet signature via the Skience platform.

Recorded Training

       
Original Date Length (min) Subject Description Recording Link
Sept 12, 2024 30 Skience NAO Learn the basics of opening accounts through the new Skience platform. Link to Recording
April 9, 2024 33 Albridge Advanced Discuss some more advanced Albridge topics such as Batch Jobs, Advisor Reports, integrations and more.  Link to Recording
April 11, 2023 12 Wealthscape Analytics Learn about the Analytics platform on Wealthscape and how you can segment your book to find opportunities, review anomalies and much more. Link to Recording

April 4, 2023

20 Business status/BPM How to upload account paperwork for new accounts or service paperwork, track the status, and setup alerts Link to Recording
April 4, 2023 24 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

April 4, 2023 32 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
April 4, 2023 16 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
April 4, 2023 21 LaserApp Anywhere Learn about the web-based version of LaserApp that provides the capability of forms sharing and e-signature Link to recording
April 4, 2023 21 Wealthscape Basics Learn the basic navigation and functionality of the Wealthscape platform

Link to recording

April 4, 2023 10 Technology Integrations Many tools work together passing data/information. Make sure you're taking advantage of them to make your world more efficient. Things like Salesforce, LaserApp, Wealthscape, and Albridge can all connect as examples. Link to recording
April 4, 2023 21 Morningstar Advisor Workstation Learn about the Morningstar AWS platform and how the tool can be used to further your research capabilities. Learn how to run portfolio snapshots, comparisons and much more. Link to recording

2301505-072022

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