Just an update Monday 25th November
This week's headlines:
Smartr365 – UPDATED Support Available With almost all advisors now live on Smartr365, some of you will undoubtably have queries and questions whilst you familiarize yourself with the system. There is significant support available to you as follows: 1) Weekly Smartr365 Q&A Drop in call – book in HERE 2) Post Training Webinars – Without which you will not discover the full capabilities of the system: Smartr Retain, Client Portal, Introducer portal Book in HERE Administration Book in HERE All the above Webinars have dates throughout November If you cannot attend a live webinar then a prerecorded session can be found below: Smartr Retain, Client/Introducer Portal JMD - Smartr Retain, Client/Introducer Portal Admin Session JMD - Admin Session