Advice Builder 9 | Introducing Compass’ New Advice Solutions Wizards


What is this Webinar about?

The Advice Technology team is delighted to present the following Webinar to showcase a new suite of Compass Wizards to help streamline your advice production process.
During the Webinar, Ruilin Huang will showcase the following new Wizards:
• Risk Profile Questionnaire
• Terms of Engagement
• Paraplanning Request

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