Investment Service Transition
We have created a post on the adviser portal where we will keep information and collateral related to the Mercer and Desktop Broker training sessions. The post will be updated as resources are collected. You can access these here.
Bell Potter research via Desktop Broker
Advisers who are authorised to provide advice on securities would have received an email from Andrea about how to gain access to the Bell Potter qualitative research and Buy/Sell Signals quantitative research via Desktop Broker. If you have not yet provided the requested information, you can do securely so here.
More from this Edition
· Note From Annick | · Investment Service Transition
· Kaplan Professional new Ontrak platform |
· Key Dates in Xplan |
Investment Service Transition
We have created a post on the adviser portal where we will keep information and collateral related to the Mercer and Desktop Broker training sessions. The post will be updated as resources are collected. You can access these here.
Bell Potter research via Desktop Broker
Advisers who are authorised to provide advice on securities would have received an email from Andrea about how to gain access to the Bell Potter qualitative research and Buy/Sell Signals quantitative research via Desktop Broker. If you have not yet provided the requested information, you can do securely so here.
More from this Edition
· Note From Annick | · Investment Service Transition
· Kaplan Professional new Ontrak platform |
· Key Dates in Xplan |