Webinar: New in Spotlight

Spotlight Reporting’s award-winning Product Team have released lots of new features over the last year and we’ve got the perfect webinar to take you through these, along with some helpful tips and best practice advice. Watch the video to hear real-life examples of how Advisors and CFOs are making the most of the latest additions to Spotlight.

Watch this 30 minute, quick-fire webinar as we:

• Explore new forecasting capabilities with Drivers and Dynamic Rules.
• Demonstrate how to use Account Groupings to place focus on the information that matters.
• Introduce you to time-saving, client-winning Industry Templates.
• Show you how you can report on your clients’ personal assets, outgoings and investments with Personal Wealth in Spotlight.
• Share a brand new way to get you and your team get up to speed with Spotlight.

Hosted by:

	Matt Kekena Global Education & Training Manager Spotlight Reporting
	Paul Gray Product Marketing Specialist Spotlight Reporting