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| I have been using Engage for about 18 months but must admit that I didn't really understand the full functionality of the system. The training course made me take time out of my day and concentrate on what the system could do to help my business. It's really a case of never knowing what you don't know - now I know a little bit more. Thanks for your help Lee |
| - James Morris, MoneyManagement |
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| Just a quick note of thanks with regards to the training you gave today. I thought you did a very good job with quite a tough subject. It would of been easy to be intimidated by the system however you made the process most understandable.
You had a good telephone voice and easy manner, once again thanks for a very professional job. |
| - Geoff Parfett, |
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| I recently dialled in to a telephone based training session to listen to Nicola Stevens go through the Aequos Engage software. I must add what a quick and easy process this was and delivered in a very professional way, without the need to leave my office.
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| - Paul Silver, Financial Solutions |
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| Thank you for today – that was an excellent training session, and very useful indeed. I think I will have some questions on using the system at some point, but really impressed with the service so far. Thank you so much, |
| - Juliet Stevens, Chase St Jamess Private Clients Ltd |
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| The trainer was very friendly and professional, giving us a walkthrough of Aequos Engage in an hour and a half and providing us with sufficient knowledge to go back to the office and start using the software straight away. The new software is a definite improvement, not only in terms of the logical steps the adviser has to go through to select the most suitable product, but also in terms of the clarity of the results that are displayed.
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| - Kate Adams, Compliance Officer, GT Independent Financial Advisers Ltd |
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| The communication of the training was excellent and I feel able to use the system comfortably following the session. |
| - Steve Walker, Broadstreet IFA |
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| The concept and way of training is without doubt my preferred option as I do not have to travel to a venue and the time saved is excellent. I am sure that this will be and is the way forward. |
| - Andrew Oliver, Andrew Oliver and Co. Limited |
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