Advisor360 & Wealthscape Alerts

Body

User may set up Alerts within A360 or Wealthscape to receive notification regarding client accounts, transaction, trading activity, compliance requirements, etc in order to stay informed, contact client and take timely action if necessary.

 

A360 Alerts

 

Wealthscape Alerts

Details

Details

Article ID: 13804
Created
Mon 5/22/23 12:38 PM
Modified
Mon 5/22/23 12:40 PM