Astute Training Guides
The Quick Guides below are simplified extracts from the comprehensive manuals on how to perform certain functions on the different Products.
2. Administrators
Comprehensive Manual
Create : User Profile / Group
Search : Power Search / User Profile
3. CCP Users
Manual Process: Create a Request and View the Response
Digital Consent: Submit a CCP Request using Digital Consent and View the Response
Asset Valuation Service (AV): Search for a Property and Download the Valuation Report
Card Payment Solution (Update Billing): Change from Debit Card to Credit Card Recurring Payments
Reports
Comprehensive Manual
4. Financial Service Provider Enquiry System (FSP-E)
DOFA and RE: Submit a Request and Analyse the Report
Comprehensive Manual
5. Life and Claims (LC)
OUR SERVICES
Astute Investment Switch (AIS) - Consolidated Reporting
Astute Consolidated Client Portfolio
Email: training@astutefse.com