Transition Administrator
As the Transition Administrator you run the transition project. You prepare your clients' funds for loading. You will need to learn the Transition Management System (TMS), review & understand the data requirements & prioritise the order of the funds you want to transition.
Welcome
The welcome activity is the first part of this pathway where you will learn how Class works, the process for managing client funds and the most used business menus for your role. But first, take a look at the features of Class Super in this end-to-end demo.
This module covers transitioning funds and portfolios onto Class as well as How to use TMS, and reviewing the transition.