Our trainers are actual practicing financial professionals and can help address your specific training needs. For Online Training Sessions, BetaVest utilizes GoToMeeting and GoToManage. If you would like one-on-one training with your BetaVest CMS software where one of our trainers will remote into your computer, then GoToManage is right for you. For office-wide training, or training for people in multiple locations, GoToMeeting enables you to participate in a training session conducted from our end. For further details on any type of training, please contact our Training Department.
Click above to leave a message for our Training Team or to request an online training session using GoToMeeting or GoToManage. Please note our training team must have a minimum of 2 business days notice for any online training session requests.
Summit Users Only
Click on one of the buttons above to access the two presentations available to you as a Summit Member. (Flash Player Required)
Click on one of the buttons above to access the two presentations available to you as a Summit Member. (Flash Player Required)
BetaVest has gone above and beyond to make sure you have everything you need to use our products. On this page you can find tutorials as well as links to live training opportunities and also how to contact our training team.
- Most questions about using the CASE Management System can be answered by watching one of our tutorials below. In order to watch these you will need to install the Adobe Flash Player. If you are not sure that you have the Flash Player, click the image below to go to the Adobe Website.
- Please Note: For Flash Player 8 and above, after launching a tutorial you may need to activate the flash content by clicking in the box where the video should be displayed and then pressing play.
- GETTING STARTED
Not sure where to begin? These tutorials will help reduce the learning curve and familiarize you with the CASE Managment System interface.
Welcome to the CASE Management System
New User? Learn about how to get started with the BetaVest CASE Management System.
New User? Learn about how to get started with the BetaVest CASE Management System.
Entering Client Data
Learn how to enter client information into the BetaVest CASE Management System.
Learn how to enter client information into the BetaVest CASE Management System.
The Allocation Simulation Module
See a demonstration of how the CASE Management System analyzes client expectations and helps the advisor fine-tune the client's investment goals to reach a realistic outcome.
See a demonstration of how the CASE Management System analyzes client expectations and helps the advisor fine-tune the client's investment goals to reach a realistic outcome.
Creating Reports
Learn how to create a 25-30 page set of reports for your client. The reports will include a recap of the Educational Presentation, client information, their investment strategy, a cashflow report, etc.
Learn how to create a 25-30 page set of reports for your client. The reports will include a recap of the Educational Presentation, client information, their investment strategy, a cashflow report, etc.
- ADVANCED TRAINING TOPICS
Need additional help? The topics below go into further detail of The CASE Management System main interface, plus some of its suplementary tools.
The Cashflow Optimizer
Learn how to optimize a client's cashflow while in the Allocation Simulation Module of the BetaVest CASE Management System.
Learn how to optimize a client's cashflow while in the Allocation Simulation Module of the BetaVest CASE Management System.
The Portfolio Optimizer
Learn how to optimize a client's portfolio while in the Allocation Simulation Module of the BetaVest CASE Management System.
Learn how to optimize a client's portfolio while in the Allocation Simulation Module of the BetaVest CASE Management System.
The Pension Analyzer
Learn how to help your clients in choosing between taking the Lump Sum Option or the Pension Option of a pension.
Learn how to help your clients in choosing between taking the Lump Sum Option or the Pension Option of a pension.