Advisor Consumer Demographics










Do you find yourself wishing you could more out of your Advisor system? The Consumer Module is a great place to start. With 15 different tabs to track consumer information, we can almost guarantee there is something here to help make your workload easier. We’ve added some new reports that make pulling individual data easier too. After this training attendees will:

  • Understand each of the tabs in the module and how they can help your organization
  • Identify the information that is necessary for accurate billing
  • Run useful consumer reports and understand how they can make your work easier

Cancellation Policy: Cancellations must be received 2 business days prior to the scheduled training date. No shows and cancellations within the two-day period will be invoiced the full rate.

Date(s) - Fri, Aug 24, 2018
9:00 am - 12:00 pm

Primary Solutions Training Center



Bookings are closed for this event.