Netwealth best practices: Reporting tools for business efficiencies

Thursday, 28 April, 1-2PM AEST

Date: 31 March 2022

About this presentation

Join Elyse Bamber, Training & Relationship Manager (VIC) at Netwealth, as she provides a live demonstration of our client and business reports to assist you improve client management and business effectiveness:

  • Performance reporting against benchmarks
  • Bulk adviser reports to analyse your client base
  • Tax reporting and optimisation
  • ...and more

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