Webinar-Scottrade

Modestspark Announces January Webinar Series

Here’s what is coming in January:

2-Factor Authentication (2FA) – Release Preview

Audience: Administrators and Advisors
Description: 2-factor auth is coming to Modestspark on January 15th. With security for you and clients always a top priority, 2FA is great feature you should know about. Learn more about the upcoming 1/15/2017 release containing 2FA and how to use these new capabilities.

Wednesday, January 11 @ 08:00am PST

(NEW) Vendor & Contract Management – Product Release

Audience: Administrators, Compliance, Operations, Finance
Description: Modestspark is introducing a brand new product in 2017! With regulatory & compliance becoming increasingly important, having to manage vendors and contracts becomes strategic in understanding & avoiding risk. We’re excited to introduce a new product that helps advisory firms deal with the challenge of managing key relationships and agreements. Join us and learn how Modestspark can assist firms in managing, automating and providing key insights to this needed discipline.

Wednesday, January 18 @ 8:00am PST
-or-
Wednesday, January 25 @ 8:00am PST

Document Center – Deep Dive & Best Practices

Audience: Administrators and Advisors
Description: The Document Center is a key feature within Modestspark. With unlimited storage and easy access for you and clients, the Document Center is a vital place to securely store quarterly reports, invoices and other important documents. Learn more about the use of Document Center, tips/tricks to increase adoption and migration of documents into Document Center.

Thursday, January 26 @ 8:00am PST

This announcement is only sent to Administrators registered within Modestspark. If you feel others in your firm would be interested in attending, please forward this email on.

We hope you can attend!