Secondary Setup

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Secondary Setup

$995.00

Secondary Setup is an Encompass® training course that provides an in-depth review of the admin side of secondary and lock function settings and setup.  This course covers both settings and their application across different workflows, including best practices and general system configuration to accommodate specific business requirements. Secondary Setup is the second course in the Admin Certification series with more than four hours of instructional time.

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$995

Topics covered include:

  • Product & Investor setup

  • Trades and Trade management

  • Persona Setup and Settings

  • Notifications & Reporting

  • Vital settings regardless of what product and pricing engine a company uses.

This is a self-paced KMU course, allowing students to learn online at their own rate, while offering weekly opportunities for live support.