CWT Advice Wizard and Template Refresh

New wizards

New wizards and templates will be made available from the 21 November:
  • SOA/ROA​
  • Fact Find/ Terms of Engagement/ Risk profile/Pre assessment​
  • Portfolio Review ​
  • FDS/Opt In Wizards ​
  • Paraplanning request
  • File note
Training webinars will run 21-29 November. For your convenience we have scheduled AM and PM (AEDT) sessions for the webinar topics. You only need to attend one. Please click on the relevant links below to register for these training webinars.

Tech Solutions Hub Web Portal

As part of the release of our Advice Wizard Refresh, we will be providing training guides and videos to assist users in adapting to the templates closer to the date. We will be launching a new web portal for you to easily access videos, guides and webinars. Users will also have the ability to search for resources they are looking for, this website will be published with the launch of our new Advice Wizards on the 21 November. You may continue to keep using the Document Library for resources as we will not be removing this from the CWT Xplan site.
Event Details
Nov 21 to Nov 25 2022
Type: Virtual