08/11/2020 @ 12:00 pm MDT - 1:00 pm MDT
Feeling ready to launch your fund advisor portal in CommunitySuite? This is a project that often takes place after going live with CommunitySuite. In this webinar we will talk you through what your fund advisors see when logged in, how to set up the portal for the first time, and suggestions for rolling this out to your fund advisors. This will be a beginner level overview for clients on the Full CSuite License or who are interested in learning more.
For more information, clients can visit Base Camp.