Content includes how to:
- reset your Password and PIN
- homepage navigation
- submit and view client policy information
The functionalities of transacting, have not changed on Astute Online; however the look is different and certain terminology has changed.
This course is also offered face-to-face, in a classroom session or Video Conferencing.
Booking is essential and accepted on a first-come, first serve basis.
Access to Astute systems work on a hierarchy level and we recognise the following Users with the following system rights:
Each user has access and can perform the following functions on their own:
- reset own password/PIN at anytime
- edit own profiles
Creating a User Profile
Profiles are created at own level and below* i.e. a Group Administrator can create other group administrators, standard user and an Assistant.
*except standard users who can only create Assistants (not other standard users)
Add value to your Induction training, by including a LIVE Demonstration on the Astute Online TEST website.
Special feature: Five (5) test clients, each with a unique financial portfolio, will be given to Facilitators to download and interpret information on.
Access to Astute Online Test website will be granted after attending the course. Book a Seat for this course.