If you either forgot to enter an email address into Advisors Assistant before sending/receiving the email, or the email would not have normally been archived to that name record, you now have the ability to archive that email manually.
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services. ReadyDoc experienced a 30 minute outage on 7-26. All issues with the service resolved.
Advisors Assistant now has an Advanced Query that allows users to retrieve virtually any data they would like within Advisors Assistant. The Advanced Query provides you with more power and flexibility than the Selection Reports search criteria. Yet, it is very easy to use.
ReadyDocs users experienced issues when trying to store or open documents this morning. Notification to all users was sent via email and the problem was resolved in approximately 30 minutes.