Welcome to our Community of Practice programmes. A virtual event programme designed to help you and your team get the most from the Wealthtime and Wealthtime Classic platform.
We’ll host separate sessions for Wealthtime platform users and Wealthtime Classic platform users.
This programme is meant for people who are using our platforms regularly, mainly administrators and paraplanners, although they are open to anyone working with our platforms.
These sessions will be hosted by our in-house specialists, who will be joined by colleagues working across our technology and service teams covering the following:
- Top tips to get the most from the relevant platform and use them more efficiently.
- Demonstrations of the latest updates to our platforms and previews of new developments to come.
- Access to experts from Wealthtime and Wealthtime Classic who can answer any queries or issues that your team have.
When and Where
The next Community of Practice session will be announced soon. Stay tuned for more information.
If you have any questions please contact our events team.
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