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)

  • Tuesday 21st May at 12pm
  • Thursday 30th May at 12:30pm

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