Monthly Archives: May 2017

The payment of Advisers is triggered by running the ‘Advisers to pay out’ report On selecting ‘Create Withdrawals’ the withdrawal instructions and subsequent payments are created

Small changes including: Automatic distribution of statements to clients This feature enables administrators to select Clients or Advisors to receive statements automatically, as well as the frequency of the statements. * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.