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 – Practice360 Alerts Tab
Wealthscape Alerts
Alert Manager is available under the "Reports" tab on Wealthscape. Registered reps or staffs with access can subscribe to receive notification of events related to the status of specific account activity.
*Click the Question mark located at upper right of the screen for more information.
