Practice Management Webinar Series - Parts 1 to 4

Practice Management Webinar Series - Parts 1 to 4

The following webinars are a four part series focusing on ongoing practice management within AdviceOS.

They are aimed at reviewing areas of AdviceOS that may be a little more complex, potentially for Office Managers or Senior Admin staff who may want to configure and utilise these areas for their Practice or Licensee.

Part 1: General Settings

  1. Navigating the mega menu
  2. Permissions & roles
  3. Risk Profiles
  4. Segmentation
  5. Group & Bulk actions



Part 2: Configuration & Client Communication

  1. Configuration of; FSG, privacy policy, folders & sub folders, custom fields, emails and signature templates
  2. Internal Templates including file notes & tasks
  3. Communicating with clients via emails & sms within AdviceOS


Part 3: Dashboards & Internal Notifications

  1. Creating dashboards
  2. Positions & teams
  3. Task templates
  4. Event mapping
  5. The basics of workflows


Part 4: Customisation & Reporting

  1. Custom fields management
  2. Custom platforms
  3. Custom documents & User templates
  4. Group reports & dynamic reporting


    • Related Articles

    • Fee Disclosure Statement Webinar

      The below webinar will take you through the latest FDS enhancements introduced in 1 July 2021, including: Navigating Compliance & Advanced Admin modules Legacy View Creating a new ongoing service agreement Rolling to next service period Managing ...

    • Intro to AdviceOS Webinar

    • Needs Analysis & Insurance Comparison (Omnium) - Webinar

      <br>

    • Entities within AdviceOS

      Introduction The two webinars below are a 2 Part series looking at how to manage Entities within AdviceOS, initially with the creation and management of the entities and then incorporating these entities into modelling within Cashflow & Capital. ...

    • Generating Advice within Planbuilder

      This page is a webinar presented in two parts, focusing on a case study of medium complexity from beginning to end; creating a client, updating fact find, completing product and strategy modules and then generating the advice document for the client. ...