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Wealth International
How to use Oanda website for historic currency conversion
This quick video demonstrates how to use the website Oanda for currency conversion into US$ (currency used in International Pol...
Oct-24-2019
How to associate a client to a Case in FSC (from Client record)
This quick video demonstrates how to associate a client to a case in FSC (a client to a policy )
Oct-24-2019
How to associate a case to a client in FSC (from case record)
This quick video demonstrates how to associate a case (policy ) to a client in FSC
Oct-24-2019
How to search for a policy number (CASE) in FSC
This quick video demonstrates how to search for a policy number (CASE) in FSC
Oct-15-2019
How to search for relationship (ASSOCIATION) in FSC between cases and clients
This quick video demonstrates how to search for a relationship between clients and cases in FSC
Oct-15-2019
How to search for a client record in FSC
This quick video demonstrates how to search for a client's record in FSC
Oct-15-2019
How to update Alias in FSC
This quick video demonstrates how to update/add Alias in FSC in a client's record
Oct-15-2019
How to upload PORA to FSC
This quick video demonstrates how to upload PORA document (evidence) into FSC
Oct-15-2019
How to enter SOF information for High risk accounts in FSC
This quick video demonstrates how to enter SOF information into FSC for a high risk account
Oct-15-2019
How to enter SOF information for Medium Risk accounts in FSC
This quick video demonstrates how to enter SOF information for Medium risk accounts in FSC
Oct-15-2019
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