Introduction to Acumen
The Introduction to Acumen webinar runs through the basics of the trusted and widely used administration system for the TCSP sector.
Demonstrating how it streamlines the complexities of private wealth management for ultra-high-net-worth individuals and their families. You will explore features including automating record-keeping, investment management, payment processing, and compliance, and show how Acumen empowers users to handle intricate requirements with ease.
Who should attend?
- New team members unfamiliar with the system
- Those seeking a refresher on its key functions
- Anyone interested in discovering how Acumen’s features can benefit their business.
Don’t miss this opportunity to gain confidence and practical insights to leverage this powerful tool to its fullest!