Relationship Manager and Sub broker auto mapping

When you as an advisor have a large number of Relationship Managers and Sub brokers it becomes tough to track which individual in your organization has onboarding a new client. Many times the Operations team does not know the same. To solve this problem, we have released a new update based on which the system will auto map Relationship Manager based on EUIN and Sub broker based on the Sub broker code received in the RTA Mailback transaction files.


Team InvestWell

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