ACP Pyramid Webinar 1: Introduction and Basic Operation

When:  Feb 11, 2015 from 12:00 PM to 01:00 PM (ET)

There will be three online seminars to introduce the ACP Pyramid and its features. 
The first one will be presented by Robert Reed and will cover the introduction and basic operation of the ACP Pyramid. 

Overview: 
1.) Tabs reviewed: 
- Inventory, Pyramid, Client Info, Risk Profile, Real Estate Analysis 
- Basic input of data on Inventory tab, deleting rows (OK), adding rows (not OK), now to add comment rows 
- Purpose / use of all buttons on the Inventory tab 
- Elementary Lookup tab editing – adding company name and/or logo, client names 

2.) Financial Life Cycle, Net Worth, Ownership 
- Why these tabs are useful for clients 

3.) Smart Print 

Location

Dial-in Instructions: