Generate Adviser Portal & Tools - Webinar

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Training on Generate Portal and tools available for advisers

About this event

The session will cover:

How to use and get the most of the Generate adviser portal

Mindful money website

Morningstar report

KiwiSaver fund finder

Generate fund updates

Marketing tools

Overview of the Generate "Advice online" tool

Your admin and office staff are welcome to attend this training.

After your register for the webinar, you will receive an email from Eventbrite with the Zoom link to access the meeting. Please follow the instructions to join the webinar. The webinar will work best with a headset to prevent background noise.

We look forward to working with you!

The Generate Team.

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