Whether it’s to process your current requests, get notified of their progress or more readily target your sales opportunities, Business Tracker is an essential tool that is constantly being improved. Check frequently to get the most out of it!
Everything about Business Tracker
Access the Business Tracker tool via your Advisor Centre and quickly learn how to use its various features with a short online course that provides interactive content.
You can also consult the FAQ, where you will find answers to common questions.
New features and improvements
New features and improvements are constantly being made to the platform to provide you with a tool that evolves along with your needs. Stay on top of the latest features thanks to the Business Tracker’s What’s New? tab.
Here are some of the latest additions from the last few months:
Events:- Receive a notification when an incorrect bank transaction requires action on your part, ensuring prompt follow-up (Individual Savings and Retirement)
- Receive a notification when your client turns 50, 55, 60 and 65 years old, with the goal of supporting their retirement plan (Individual Savings and Retirement)
Features: Feature added to save filtering and sorting preferences for easier searching (all)
