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AdvisorCube Training Center (online user class)
If you need any more help please contact our support.
Email to support(at)financecube.net
These Videos are developed for Adivisors, Back Office and employees in banks. Most of these videos are of 2 to 6 minutes lenght, 2 to 4 MB size.
You need Flash Player installed on your computer to run these videos.
You can download Flash Player from http://www.adobe.com/
Please be aware that it might take some time to run if you have a slow internet line.
Videos market "YouTube" uses the YouTube video on the web, Flash player not needed.
Basic license:
For clients
Reports and graphs for clients
My Instrument List - Client Use
For advisors
How to get started
How to get started regarding Services
How to log in as an advisor
How to register new clients
How to change language and information for a client
How to register a new instrument
How to register a transactions for a client
How to input a loan (mortgage) for a client
Bond, new instrument
Bond, transaction registration
Bond, reports
My Instrument List - Client Use
Chain - Use by customer
Search in clients and investments (EV)
Insurance Policy Registration
Export to Excel (EV)
PDF Report setup with language(EV)
For administrator
Log in as administrator (EV)
My Instrument List - Set Up and Use (EV)
Index Setup and Report (EV)
Chain - Set Up by Administratior
Category set up (YouTube, Voice)
Set up advisor Visability (what menu the advisor have access to)
PDF Reports setup for Languages (EV)
ScreenReport - System Administrator Summary Page
ScreenReport - Status portfolio report (EV)
Corporate Action _ Dividend
Corporate Action - Split
Corporate Action - Merge
Corporate Action - Demerge
Corporate Action - Write down of cost value
A few Report Examples (EV)
Advisor Authorisation regarding the portfolio TAB (EV)
Advisor Authorisation regarding the personal TAB (EV)
Advisor Authorisation regarding the Manuel TAB(EV)
Advisor Authorisation regarding the Graph TAB (EV)
Custodian Agreement SetUp - (link to insurance companies) (EV)
Porfolio Calculation (1+1=2) for your system in batch (EV)
CRM - visibility & how to limit document folders (YouTube, Voice)
For Clients
(EV) = English Vioce
(NV) = Norwegian Voice
Value added services:
CRM:
CRM, a short introduction (EV)
CRM, Client files (communication) (EV)
CRM, Client Alert for Meeting/task (EV)
CRM, Task and Meeting(EV)
CRM, Merge Email (EV)
CRM , Merge (Email & Word) (EV)
CRM, Documents - administrator (EV)
CRM, Document - advisor(EV)
CRM, Document - client (EV)
CRM, Prospects (EV)
Client Compliance Checklist:
Administration Setup
How to link new documents/PDF-files to a client (EV)
Fact Find:
Client FactFind (Customer Profile )
Client FactFind, Administrator Setup
Market Model:
Geeral setup
Commission:
Commision, Adviser
Commission,
Back Office
Commission, SetUp (EV)
Commission, manual transaction
Commission, reports
Commission, payment
Automatic Advice, (Signal Generator)
Library (Document libary)
Import Client from standard MS Excel
Import Instrument from st. MS EXcel
Import Transaction from st. MS Excel