TECHNOLOGY TRAININGS: Home Office Best Practices and Updates

American Portfolios (AP) will be presenting best practices and updates on a number of areas. The firm's migration to its new e-mail platform, Microsoft Office 365, will be discussed, as well as the Branch Office Information Security Auditing Process (BOISA) and E-Signature updates on compliance forms. Recorded August 6, 2020.

Duration: 58:14

Posted: Friday, September 18, 2020

Video tags: AP Webinar Series