Ultimate Guide to Alerts Manager

Ultimate Guide to Alerts Manager

Alerts Manager Course Overview 

What is this about?

This course aims to provide you with the necessary skills on managing your Xplan Exception and Compliance Management providing Advisers and Dealer Groups with a mechanism for running automated, exception-based rules accross your client database. Compliance rules can be built around the client data and portfolio data in your XPLAN site.

 

 

Fundamentals of Alerts Manager

  • There is no Content for Alerts at the Fundamentals Level 

 

Fundamentals Alerts Manager Test

To access the training assessment click on the following link here

 

Master Alerts Manager

 Alerts Manager Overview

 

 

Master Alerts Manager Test

To access the training assessment click on the following link here

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