Register for TECHTalk, our weekly webinar series held Fridays at 9:30 am MST. We feature training tips and walk through procedures for Compliance, Accounts, Commissions, and more.
THIS WEEK’S CALL:
Reviewing the Renewal Process!
Whether you are new to Advizr or a veteran user, get updated on all the new features and enhancements that make setting up, inviting clients and building plans, easier than ever. Register now for this informative webinar. Take 30 minutes and learn more about how Advizr can help you grow your business.
Date: Thursday, November 15th
Time: 2:00 PM ET / 12:00 PM MT
We look forward to your participation!
In light of recent cybersecurity breaches and continuing threats against the financial services industry, we are pleased to announce we have taken proactive steps to institute a cybersecurity policy enforcement program. We have partnered with Entreda, a leader in cybersecurity, to create a program designed to continuously assess our cybersecurity preparedness including our firms’ ability to protect our client’s data.
As part of the program, we ask that you install the Entreda Unify application, which will monitor cybersecurity-related configurations on desktops and mobile devices. Please note, we provide every advisor with one complimentary license to the application. Additional installs can be purchased for $100 – per license, per year.
The Entreda Unify applet takes less than a minute to install. For downloading, additional information, or support: