Left Navigator - Web Content Viewer (JSR 286)
Principal Securities Technology Solutions
Web Content Viewer

Training for Principal Securities® Technology Solutions and more

Advisor Call/Training Schedule - 2nd 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, April 9, 2024 10:00 AM CT Albridge Advanced Discuss some more advanced Albridge topics such as Batch Jobs, Advisor Reports, integrations and more. 
Thurs, April 18, 2024 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.
Tues, April 30, 2024 10:00 AM CT LaserApp Anywhere Learn how to effectively navigate LaserApp Anywhere, search for specific forms, create custom packets, and send documents for e-signature.
Thurs, May 9, 2024 10:00 AM CT Taking Advantage of 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.
Tues, May 21, 2024 10:00 AM CT Reports and Alerts Learn about scheduling reports, setting up alerts, and which reports are most beneficial to use in your practice.
Thurs, May 30, 2024 10:00 AM CT Wealthscape Basics Learn how to navigate Wealthscape and utilize it to the fullest capacity.
Tues, June 11, 2024 10:00 AM CT BPM/BPM Status Learn how to upload documents directly into BPM for processing, as well as how to check on the status of submitted items.  Also learn about the new Multi-doc upload feature.
Thurs, June 27, 2024 10:00 AM CT Skience NAO Learn the basics of opening account through the new Skience platform.

Recorded Training

       
Original Date Length (min) Subject Description Recording Link
March 28, 2024 60 Skience NAO Learn the basics of opening accounts through the new Skience platform 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

Small Banner Web Content Viewer