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Infovisa User Events

One of the things that our clients have come to expect and appreciate is a steady stream of enhancements and updates to our products and services. At Infovisa, we take pride in having earned a reputation for continually developing our products to allow our clients to compete in an ever changing market.

To assist our clients in keeping current on knowledge of our products and to assist in training new client staff we offer several options for client training. The topics range from ‘refresher’ courses to module specific training. We know from client feedback that regardless of the topic, participants walk away having learned something to help improve their jobs as well as their organization’s service to their customers.

To reserve your spot for an upcoming training or other client event please complete the corresponding registration form below.

Monthly Web Based Training Sessions

March Web Based Training Session - Fees
3/16/2010 - 3/17/2010
Why do I have an outstanding fee balance on my account? How is the market value fee for this account being calculated? Can I take a one-time only fee in the middle of the month without affecting my month-end fee calculations? If you have questions like these, we encourage you to attend the March web based fee training session. This session will highlight determining your outstanding fee balances, posting manual fees, creating fee schedules and understanding fee calculations. We are offering this session for two days only; March 16th at 3:00 PM (EST) and March 17th at 11:00 AM (EST). Be sure to sign up for one of these sessions - they are sure to fill-up quickly and space is limited.

WebTrainingRegForm2010.doc

April Web Based Training Session - AMS(Account Modeling System)/Sweep
4/20/2010 - 4/21/2010
Do you need help managing mutual fund investments for uninvested cash on your accounts?

How can you keep your accounts in balance with investment goals?

Did you know you can invest in multiple sweep assets for each cash type?

The AMS/Sweep training will answer these questions and more. This training will cover the setup of AMS and the processing of AMS. It will also cover the setup/processing for multiple sweep assets on an account MAUI.

Registration deadline for this training session is April 13th and space is limited - so sign up today!

WebTrainingRegForm2010.doc

May Web Based Training Session - Call Tracking and Ticklers
5/18/2010 - 5/19/2010
Did you know you can now assign priority levels to calls? Did you know you can now assign calls to a group? Having trouble remembering to review accounts or other tasks? Join us on May 18th or 19th for the web training session on call tracking and ticklers. Space is limited so sign up early!

WebTrainingRegForm2010.doc

June Web Based Training Session - Performance
6/22/2010 - 6/23/2010
If you have been confused by return percentages and index values, attend INFOVISA’s WebEx training session on Performance! We will cover how to use the MAUI Performance Module as well as explain how the system arrives at these mysterious numbers. You don’t have to be a math guru to understand Performance! Sign up soon! Space is limited!

WebTrainingRegForm2010.doc
Did You Know?
  • You can increase your MAUI knowledge right from your desktop
  • Whether you are a new or seasoned MAUI user, we have training programs and events to address your needs
  • Our training events strive to make your processing more efficient
  • All seminars and sessions are presented by experienced Infovisa team members and designed to meet the needs of trust professionals
Infovisa, Inc. - 11120 Treynorth Drive - Cornelius, NC 28031 - Phone: (704) 892.3270 - Fax: (704) 892.7868 - salesinfo@Infovisa.com
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