We’re redesigning Client View’s Transfer Agency toolIn the coming weeks, we’ll introduce the new Transfer Agency screens with the following enhancements:
Here's what it'll look like: (select image to enlarge) (select image to enlarge) As we work to complete the re-design of all Client View tools, you’ll have the opportunity to experience the re-designed Transfer Agency screens in the coming weeks. To try them out, select the link in the banner at the top of the Transfer Agency screens.
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