Training

TNET University May 2022 Classes

Eric Dunn
April 30, 2022

TNET University May 2022 Classes

Basic Training

  • Tuesday, May 10 and Thursday, May 12
  • Tuesday, May 17 and Thursday, May 19

All four sessions will be presented from 10:00 am to Noon CDT.

We encourage questions during this comprehensive, interactive course for new or inexperienced TNET users. We cover seventeen topics including reports, spreadsheets, procedures, and more.

During these sessions we will provide a basic knowledge of: 
  • System and user security
  • Account, asset and related party setup
  • Transaction entry, posting and balancing
  • Documentation of posting activity
  • Backups, corrections and reversals
  • Reporting
  • Procedures for month-end and year-end processing

TNET FrontOffice

  • May 25 (Free Wednesday) - 10:00 am to 11:30 am CDT

During this free session, we will review our FrontOffice module that focuses on administrative tasks such as workflow, relationship management and compliance. TNET FrontOffice is browser based and can be licensed for different users from the TNET BackOffice users.

  • You might have sales and marketing staff – who do not need to have access to TNET BackOffice at all – use the CRM portion of TNET FrontOffice.
  • You might have trust officers and administrators – who do not need to have access to the operations side of TNET BackOffice – use the compliance and regulatory areas of TNET FrontOffice.

Some of the modules within TNET FrontOffice are: 

Customer Relationship Mgmt
  • Contact Management
  • 360 View
  • Activity Tracking
  • Sync with Outlook
  • Team-based
  • Client Onboarding
  • Incentive Scoring
  • Future Fees
Administrative Features
  • Admin Reviews
  • Investment Reviews
  • Trade Requests
  • Activity Tracking
Compliance & Reporting
  • Interactive Alerts
  • Executive Dashboards
  • Auto E-mail Communications
  • Relationship Revenue Tiering
To register for these classes, please contact your Account Manager.

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