Instructional Videos
Getting Started (7 min)
Getting Started
Video Tutorial 1 (8 min)
Summary Page
Video Tutorial 2 (10min )
Modules Part 1
Video Tutorial 3 – (12 min)
Modules Part 2
Video Tutorial 4 – (5min)
Life Insurance Module
Video Tutorial 5 – (13min)
Client Review Function
Video Tutorial 6 – (12min)
The Strategy Module
Education – Volatility Vs Risk
Volatility Vs Risk
Education – Sequencing Risk
Sequencing Risk
Webinar Series
Glient Goals: Creating Certainty in Volatile Markets (Claridge & de Salis)
Optimising Asset Allocation For The Client (James Claridge & Ed de Salis)
Version 2 Training (de Salis, Pritchett & Claridge)