Wealth Management Workstation Optimization
Today’s wealth management tools and platforms are far more sophisticated then even the tools of a just a few years ago. A successful financial advisor needs to leverage the full potential of these tools in a fast paced environment yet carefully balance company and federal compliance requirements . It becomes necessary then to be able to work efficiently and effectively with all the tools available.
JPW develops and delivers customized training for Wealth Management Advisors, Associates and Managers. Our training is always firm-specific and tailored to provide in-house learning on vital topics. The training is conducted at your locations for the exclusive benefit of your employees.
We specialize in designing training that compliments high end technology implementations. Our training is designed to maximize the efficiencies of the new tools by teaching how they fit the business process.
Our areas of Wealth Management knowledge include the following topics:
Order Entry in the Branch
Establishing New Accounts
Business Management
Planning
Reporting
Portfolio Management
Discretionary Trading
Workspace Customization
Market Data
Research
