TRAINING

We offer a variety of software training options to suit your needs. Whether you prefer in-person sessions, online learning, one-off workshops, or tailored training plans, we have the right solution for you.

Onsite Training – Half or full days

Description: Our onsite training sessions are conducted at your location, providing hands-on, face-to-face instruction for up to 10 participants.

Benefits:

• Bespoke: Scoping session beforehand to agree agenda and outcomes
• Personalised Attention: Trainers can address specific questions and provide immediate feedback.
• Team Collaboration: Encourages team-building and collaboration among participants.
• Real-World Application: Training is conducted in your actual work environment, making it easier to apply what you learn.

Online Training

Description: Our online training sessions are delivered via live webinars for up to 6 people per session, allowing you to learn from anywhere. These are usually delivered in block of 1-1.5 hours

Benefits:

• Bespoke: Training on the areas your business requires.
  
• Cost-Effective: Save on travel and accommodation expenses.
  
• Wide Reach: Ideal for remote teams or individuals in different locations.

One-Off Sessions

Description: Our one-off sessions are intensive, single-session training events focused on specific topics or skills.

Benefits:

• Focused Learning: Concentrate on a particular area of interest or need.
  
• Quick Results: Gain valuable skills and knowledge in a short amount of time.
  
• Interactive: Engage in hands-on activities and discussions.

We provide tailored training on Intelliflo and Plannr systems as part of our income reconciliation support from CRM navigation to reporting accuracy and workflow setup.

Tailored Training Plans

Description: Our tailored training plans are customised to meet the unique needs and goals of your organization.

Benefits:

• Customisation: Training content is specifically designed to address your organization’s challenges and objectives. Training can be delivered in a mixture of onsite and remote where required
  
• Scalability: Suitable for organisations of any size, from small teams to large enterprises.
  
• Ongoing Support: Receive continuous support and updates to ensure long-term success.

Live Classroom Session

Description: Our live group sessions are great for covering a specific area. Limited to only 10 participants you can learn in a supportive environment and have an opportunity to chat to other learners.

Click here to see our scheduled sessions and book on.

Benefits:

• Flexibility: Learn from anywhere at your convenience, fitting training into your schedule without the need for travel.
• Interactive Learning: Engage with instructors and peers through live discussions, Q&A sessions, and collaborative activities.
• Cost-Effective: Join a pre scoped session

Best Practice Groups – Free to attend

Description:  Our Best practise user groups are free to attend. Having run user groups for several years for Iress – Adviser Office, it was fantastic to see people sharing ideas and gaining value from their software. Numbers are limited and we ask that only one person from a firm attends as they will be interactive, and they do book up quickly.

Benefits: