TC Wealth
Digital web-based CRM with back office visability, portfolio reporting and trading functionality.
Adviser/Branch/Org Reports
- How to view a list of accounts under my org, branch or adviser code
- 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 search clients by security/holding
- How to generate a report showing market value by client