Training for Principal Securities® Technology Solutions and more
Advisor Call/Training Schedule - 1st Quarter 2025
**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, Jan 7, 2025 | 10:00 AM CT | Albridge Basics | Learn the basics of using Albridge to manage your book of business. |
| Thurs, Jan 16, 2025 | 10:00 AM CT | Skience NAO | Learn the basics of opening accounts through the new Skience platform. |
| Thurs, Jan 23, 2025 | 10:00 AM CT | Wealthscape Insights | Learn how to utilize Wealthscape Insights - a new feature within the Wealthscape Analytics tool to help manage your PSI business. |
|
Recorded Training |
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| 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 (Note: Albridge is now Wove) | 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. | |
| 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 | |
| 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 |