Custodian Platform Training
Starting with a new firm is exciting…
…until you take a look at their systems.
You’re expected to open accounts, transfer assets, manage clients, and navigate a brand-new interface with little more than a self-help guide and outdated learning modules. No thanks!
Whether you’re an advisor or admin, our one-on-one training walks you through exactly how to operate within your firm’s internal platform.
Our trainers work in the field.
Our trainers are expert-level users who actively support financial advisors and admin teams on these platforms every day.
They know what it’s like to open dozens of accounts in a week, troubleshoot paperwork, meet compliance deadlines, and still keep things moving.
You won’t get vague answers or a textbook explanation. You’ll get real guidance from someone who knows the quirks, shortcuts, and workarounds — because they use the platform just like you do.
What’s Included
Choose the plan that fits your needs
Payment plan options available
Core Training
$1,200
Essential skills to operate confidently
in your new custodian platform.
Roughly 6 hours of live, one-on-one training via web conference.
Topics covered:
Navigation & User Interface
Client & Account Management
Account Opening & Transfers
Move Money Processes
Client Access Portal
Full Training
$1,750
Comprehensive training plus follow-up support for when you need more than just the basics.
Roughly 9 hours of live, one-on-one training via web conference.
3 hours of on-demand support to use within 60 days of training completion.
Includes everything in the Core plan, plus:
Managing RMDs
Reporting Tools
Compliance Overview
Deeper workflow-specific guidance
Book your training today and feel confident using your firm’s platform in just a few sessions!
What would it feel like to…
Confidently open accounts and move money without needing to “figure it out as you go”?
Actually understand the workflow you’re expected to follow from day one?
Skip the frustrating trial-and-error and get direct answers tailored to your daily tasks?
Regain hours of productive time and peace of mind?
Learn the practical workarounds and hidden tricks only experienced users know?
This is your shortcut to clarity. One-on-one, role-specific training with someone who knows the systems inside and out.