Fusion Elements Staff Training

Dallas, Tx

January 22nd-23rd

Event Details

WHO

This training is designed for the advisory staff members who use Elements most day-to-day. This can be the advisor themselves, or other team members within the office. Both new and existing staff members within this role are encouraged to attend. 

WHEN

The Training will start at 1:00 on Tuesday, January 22nd and will end at Noon on January 23rd.  Attendees can arrive on the morning of the 22nd and depart the afternoon/evening of the 23rd. 

Training will be held at the Fusion Offices: 9111 Cypress Waters Blvd, Suite 140, Dallas, TX 75019

WHAT

The Fusion Team will lead attendees through new features, usability best practices, and common FAQ discussions. We will crowdsource for the next Elements roll out for the most prevalent update requests and foster open discussion between staff members for peer-to-peer learning opportunities. 

 

SITE MAP

For Institutions

  • Facebook
  • LinkedIn

For Developers - Elements API

More About Elements

Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.

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