We’re happy to announce our new Notification Centre has gone live in Adviser Zone. It has replaced the Status Updates section and will now be your one-stop shop for the latest updates on client cases and submissions. It makes it much easier to keep track of cases and will save you valuable time and energy.
Through the Notification Centre you can:
- Filter by investor, product or process
- View the most requested updates using quick picks
- Enjoy dual screen functionality
- Use our improved case tracker
- Receive transfer out updates
- Quickly respond to document required notifications.
View the full guide to our notifications centre here:
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