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All OF the tools you need to manage professional year
PRE-POPULATED TRAINING PLANS
No losing track of the progress and development of new entrants throughout their professional year.
QUICK-ADD TIMEKEEPING
Reduce the administrative burden tied to updating training and education logs.
AUTO-GENERATED CERTIFICATION
Take the stress out of extensive paperwork related to training, assessments, and certification.
Here's How 3lines is simplifying professional year for licensees and new entrants
By automating administrative tasks and facilitating real-time oversight, we're simplifying compliance, optimising training, and boosting new entrant engagement for improved program management.
Automated Tracking
Managing new entrants and professional year programs is a challenge for AFSLs due to compliance and admin burdens. Tracking evolving regulations, documentation, and progress is time-consuming. 3Lines simplifies this with real-time tracking of progress, hours, and program status.
compliance integration
Licensees benefit from a centralised portal, to manage tasks, file audits and adviser profiles in one place, making it easier to track progress, ensure adherence to regulations, and manage remediation tasks efficiently. Automated updates ensure that the PY journey effortlessly aligns with the latest regulations, while centralised profiles give a complete view of each adviser’s compliance journey, streamlining supervision and reducing manual oversight.
Customisable and Scalable
3Lines offers flexibility, allowing firms to customise the module to fit their specific professional year structures and scale as needed. Alternatively, let us guide you!
User-Friendly
Advisers, supervisors, and licensees can easily navigate the system to generate reports, track progress, and ensure all certification requirements are met without complications.
want full access? never miss a beat with 3lines premium.
Month by month billing, no hidden fees, no commitments, just clarity and control. Experience why the majority of firms choose the full power of 3Lines Premium.
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AFSL Compliance simplified, community amplified.
Discover some of our growing network of financial service businesses powering their compliance with 3Lines.
