Financial Asset Management Software – Training Video Series

 

We put together a 6 video training series for Asset Dedication: a turnkey asset management system for financial planners.

When it comes to communicating the usefulness and power behind financial asset management software, video is essential. This also allows your customers to self-service and get the information they need without having to call into a help line. Video tutorials are a win-win since it saves time for both you and your customer!