Any compliance officer can communicate directly with advisors in-app. You can chat, as well as attach necessary files when communicating with advisors. Alerts are sent to both parties (via email and dashboard) when the other party responds.
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Log into your Twenty Over Ten account.
Step 1
In the top right of your screen, click the ‘chat’ icon
Step 2
Once the chat feature is open, click on the relevant advisor to the left. Your chat history will appear to the right.
Step 3
Both parties can type directly into the text area. In addition, both parties can also attached necessary files (such as PDFs).
Cick ‘send message’.
Note: A detailed record of your conversations with specific advisors is kept so you can revisit previous notes or download these conversations at any time.