Product Groups and My Email & News Alerts

For Product Groups you have created set up to receive an email notification each time there is a change in rating for any product saved in that Product Group.

This is an ideal way to track any changes to products you have invested your clients portfolios in, alongside keeping up to date with products in your APL.

There is no limit to how many Products Groups you can create and receive email alerts for.

Note: this feature is not available for Company Product Groups you may see in your account

You can manage your alerts via your Custom Settings and click on Email & News Alerts accessible via the top menu bar.

Expand each category to select which Product Group or Portfolio you would like to receive the email notification for, or select to receive for all.

Click update to save your changes 



Have more questions? Submit a request


Powered by Zendesk