TotalBrokerage

Widgets are information boxes displayed on your dashboard.  These handy widgets allow you to quickly access various items, reports and integrate your favor...

For users with the Brokerage Manager role, you can push out widgets to all accounts.  These widgets can come in various forms, including but not limited to...

Easily identify transactions pending compliance review at a glance.  This widget is available only for users with the Brokerage Compliance Officer role....

The Quick Access widget in TotalBrokerage is designed to help users easily navigate to saved reports directly from the dashboard.  If a particular repor...

Create and Apply a Widget Template – Brokerage Manager Use Only If you have the Brokerage Manager role, you can create a custom Dashboard Widget Design and...