Join us for a free online introduction about how Xero can help Financial Advisors.
Note: Select your time zone from the drop down below to see when each demo is running.
This introductory session to Xero for Financial Advisors covers the following:
- Who is Xero?
- Overview of Xero Pilot Program for Financial Advisors
- High level walkthrough of Xero Cashbook for an advised client (bank reconciliation, budgets, reports, user roles)
- Security, addons and future directions
- Questions and Answers
In the case where a transfer is required, you will need to refer to the bottom of your confirmation email which will advise you to "Please cancel your registration if you cannot attend", please click on the appropriate link to cancel and register for a new date.