Program Overview

This course provides Sales and Success Managers with the knowledge and practical skills needed to effectively use the Investia Integration within Maximizer. Participants will learn how investment data flows from Investia’s Private Lake into Maximizer, how to interpret and leverage the Investment Tab and Investment Dashboard, and how householding supports a complete client view. The session focuses on real-world usage to help teams better understand client portfolios, identify opportunities, and support more informed client conversations.

What You’ll Learn

• How the Investia Integration works and how it compares to AX360 for IA PW
• Where investment data originates (Investia Private Lake) and how it appears in Maximizer
• How to navigate and interpret the Investment Tab
• How to use the Investment Dashboard to monitor:
  • Total AUA
  • Top AUA and Bottom AUA
  • Active Households
  • Estimated Return
  • Asset Allocation
  • Geographic Distribution
• How householding enhances the client investment view
• Best practices for using investment insights in client conversations
• Common data considerations and troubleshooting tips
  

Certification Requirements

To become certified, participants must:

1. Attend and actively participate in the session
2. Pass the knowledge check with a minimum score of 80%
   
3. Have a business conversation with a real client and submit a recording of the call, or invite one of Mark, Luis, Nic or Winnie to observe.

Who Should Attend

• All Sales Reps supporting Investia clients
• All Success Managers supporting Investia clients