Click below to view all the exciting changes and enhancements to your Triggers tool.

We’ve made the new trigger system easier and more intuitive than ever before!

What’s new?

You can now – 

• Set a trigger based on fund type

• Notify any user of individual triggers

• Turn off notifications for a team

• Choose a team and location source

Follow these steps –

Need help setting up your Triggers or have a question? We’re here to help!

Use our online chat feature or schedule a time to talk with us.