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Training
- Save time
- Save money
- Save the hassle
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Benefits to you and your firm:
- Utilise reports effectively to show KPI’s, information for RDR and TCF as well as critical business management information.
- Learn how to use Toolbox to market your clients (use reports to show business areas you are missing out on then target those clients) helping towards TCF.
- Generate automatic suitability letters from templates provided.
- Complete a file check online using a pre determined question set for the product sold.
- Utilise our online storage facility for client, adviser and business files whilst meeting data protection and disaster recovery requirements.
- Record your compliance registers including plans and adviser training records.
- Manage your accounts and commission statements online.
Aims of the course:
- To streamline the sales process using integrated quote systems and auto generated documents
- Reduce time spent on paperwork
- Enable easier reporting for regulatory purposes and business management
- Create a compliant sales workflow
- Introduce new features of Toolbox
- Increase Business
- Questions and Answers throughout
Course details:
Time: 9.30am till 4:30pm
Lunch: Cold buffet provided
Location: PTFS Head Office
Payment: £100 per adviser which is payable on booking and non-refundable
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Toolbox is a comprehensive system which will improve your current business practices as well as ensuring you have the appropriate system and procedures in place as required by the FSA.
Toolbox offers a secure and encrypted web based platform which requires no expensive costs in respect to hardware and servers. As long as you have internet access you can use toolbox, so whether in the office, home or in a coffee shop.
Toolbox will soon become second nature to your business however we realise that in order for you to use Toolbox to its full capacity a good understanding of the system is required. Therefore we have arranged various methods of training.
We will also send regular updates to developments and new features which will further enhance the efficiency of your business.
So how much does it cost?
Toolbox is available at £12.75 + VAT per user per month which offers affordable technology for all size of adviser firms
Toolbox Courses Available
To get started we offer the following classroom based training.
The training courses are not compulsory but we do recommend – Getting Started Training for all new accounts:
More Information
You can call our Directly Authorised support team for a discussion at any time. Please email dasupport@personaltouchfs.com or call on 0121 767 1020
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