A surprising number of problems can happen because of "quirky" issues with your web browser settings. If you are having any problems with Heron Advisor, we recommend you try the following:
The following user guides outline the strengths and capabilities of each module are outlined, along with a demonstration on how to use each part of Heron Advisor. Screenshots are included to help walk you step-by-step through each of the modules.
The user guides are are available to download in PDF format (Acrobat Reader required) and open in a new window.
While we strive to provide a service which is intuitive to use, receiving professional training allows us to educate you on how to use Heron Advisor, but also how you can use Heron Advisor in circumstances to attract new clients and help retain existing assets under your advice.
This educational session can be a real eye-opener!
Our office hours are 8:30am to 5:30pm Melbourne time.
Email:
info@heronpartners.com.au
Phone: (03) 9254 4900