Now support CRM Workflows, which allow Advisors to assign tasks to a specific contact and then monitor the workflow.
Downloadable questionnaire and risk score history report available in Advisor Portal.
Updated the section from Source of Income to Source of Wealth.
Updated Securities Claim Recovery Service to Securities Class Action Recovery Service.
Now support full service brokers in Responsive Account Management.
Now brokers can enable or disable client approval configuration.
Now support brokers approving or decling applications in Responsive Account Management.
Updated Trading Permissions to now include Trading Experience and Permissions.
Advisor Masters can affirm their standing as a professional registered advisor or a friends and family advisor. In addition, Advisors can now design a client risk profile tool in the Advisor Portal and send the questionnaire to clients via the support center.
All Advisor Masters will now be log in to an integrated Client Relationship Management Platoform experience to manage the Full Client Lifecycle.
The user interface has been visually updated to be more user friendly.
For more information about transferring funds in account management, refer to the Users' Guide.
Advisor Masters can now use emails in their Client Relationship Management (CRM) dashboard. The emails are kept secure and hosted by a third party, RackSpace.
For more information, refer to the Users' Guide.
Brokers can now configure LSEETF markup in account management.
Following the launch of the Tel-Aviv Stock Exchange, TASE, brokers now have the ability to add markup for ILS stocks.
Brokers now have the ability to support markup for Baltic stocks on the Nasdaq Baltic exchange.