Advice Builder 9 | Client Review Builder Wizard Demonstration

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What is this Webinar about?

Ahead of Compass’ new Client Review Builder Wizard release, we are delighted to present the following Webinar to provide a summary of the changes that will be introduced.
During the Webinar, the Advice Technology team will showcase the following:
• Setting up your Review Builder Preferences
• New features and benefits introduced in the Wizard
• How to generate bulk Reviews

We encourage all Compass users to join us for this Webinar.

Please note all webinars are in Australian Eastern Standard Time.

  • 10:30 am - 11:30 am
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