Advanced search tool

There is now an advanced search function at the client level. You can use it by pressing the Advanced button.

The following search screen will appear:

You can now perform a search by Client Details, by KYC details, by Account details, by Book of Business Values.

Do not use the CRM attributes TAB, if it shows.

The Holdings tab will help you to do searches on specific holdings within the PEAK product shelf and generate a list of your clients who are holding this specific product.

You will then be able to buy or sell that specific holding for a specific client, or send an email to all your clients who are holding this specific product.

The email function is possible as long as the email address is entered into your client’s information.

The Transactions tab will allow you to do searches on specific transactions for a specific account and/or Security Code (Equity, Fixed Income, Fund).

The Order Book tab will allow you to follow-up on your transactions during the day, especially for your Equity Transactions. It will also allow you to follow up on your transactions up to the moment that they will be at the status Completed.

The Security Master tab will allow you to search on a specific holding within the PEAK product shelf even if none of your clients possess that specific holding.

If you are unable to see the product you are looking for, you will have to contact the PEAK Securities Team by email (securities@peakgroup.com) to inquire if this product is offered. If it is, the PEAK Securities Team will request right away for the product to be added into PEAK’s product shelf. A confirmation email will be sent to confirm the addition in the Akila 2.0 program. You will then be able to perform your transactions, as the Akila 2.0 is a real time, live program.

The Favorites tab is where you will see, over time, all the search items (clients, account, holdings, etc) that you have flagged as a Favorite.

For doing so, you would have used the +Favourites Button previously. This button works the same has the Favourite function in a Web Browser.

Please note that the Favorites screen will only support 20 items. The moment you add the 21st item, the 1st one will be removed from your Favorites screen.