TC Wealth
Digital web-based CRM with back office visability, portfolio reporting and trading functionality.
- How to use the dashboard
- How to access TC Wealth
- How to access an account details overview
- How to view client holdings & download a holdings report
- How to view & download copies of contract notes / trade confirmations
- How to view the client ledger
- How to search clients by security/holding
- How to download a report of all contract notes at org, branch or adviser level
- How to view and download orders at org, branch and adviser level
- How to view a list of accounts under my org, branch or adviser code
- How to access end of financial year (EOFY) reports