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CLASS SCHEDULE:
All classes are 30 minutes long and begin at:
2:00pm EST/ 1:00pm CST/ 12:00pm MST / 11:00am PST
NOTE: These classes are for our newest software offering, Tres.
Tres is the next generation of Trams Back Office and ClientBase.
To register, please click on the class name:
February 8: Agency Settings, User and Advisor Profiles
February 13: Supplier Payments
February 15: Bank Register and Reconciliation
February 20: General Ledger
February 22: Advisor Pay Reconciliation and Statements
February 27: Views
February 29: Reports
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