360 Accounts

The Accounts module allows you to bank your commissions against a case record in 360 Lifecycle once received, set up your company(s) pay structure, rules and exceptions as well as any ‘pay aways’ to Introducers and bonus schemes for Advisers. You have the ability for your Advisers to be able to view their own pay statements. (This session should last approx. 60 minutes)

  • Thursday 13th June at 10:30am
  • Monday 17th June at 11am
  • Wednesday 26th June at 12pm
  • Monday 1st July at 12pm
  • Wednesday 10th July at 12:30pm
  • Monday 15th July at 11am
  • Monday 29th July at 11am

If you would like to watch a free, online training video of the 360 Accounts package, you can do so here.