Worksheet

Sheet versus platform trial worksheet

Trial worksheet, split into three blocks. Block one lists test items: one AMC brokerage match, one failed SIP search, one capital gains report and one client login. Block two has columns for hours taken in your sheet and in each platform, plus unmatched lines. Block three records staff touch points per client and the date of your review.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Ready wealth platform or portfolio sheet for a mutual fund distributor”, www.gullysystem.com/blog/ready-wealth-platform-or-portfolio-sheet-for-a-mutual-fund-distributor