Endless emails
"Did you get the form?", "I'll resend it.", "Which file again?"
Every transaction becomes a structured, traceable file where advisors, distributors, and clients collaborate in real time.
The problem
"Did you get the form?", "I'll resend it.", "Which file again?"
Because the email has been unanswered for 3 days.
If the regulator asks who did what and when, good luck piecing together the trail.
Is your request in progress? Pending? Lost? Impossible to know without following up.
The solution
Tchat N Sign's Operations Module turns every transaction into a structured, traceable file.
Every operation follows a defined path: you create the request, the distributor picks it up, exchanges happen, the file gets resolved. At any time, you know exactly where each transaction stands.
Messages between all parties in a structured thread. Private internal notes. Secure file transfers with password protection and expiration dates. Instant notifications.
At every resolution, Tchat N Sign generates a complete audit PDF: every message, every file, every status change, timestamped and linked to the right person. Archive directly to Equisoft.
The interface
Every post-signature operation tracked end to end: status, distributor, assigned advisor and audit trail.
Operations
OperationsAutomatic audit trail per operation.
Lifecycle
No more guessing. The status is there, in real time, for every file.
The advisor prepares the request, invisible to the distributor
Sent to the distributor, waiting for an agent to pick it up
A distributor agent is assigned and processing the request
The operation is complete, an audit PDF is generated automatically
Archived and accessible for future reference
On Hold. The distributor can pause with a reason + automatic reminder
For every role
Create an operation in 30 seconds: the title, your distributor, your clients, the transaction type. Prepare everything in draft mode, then send when ready.
Requests arrive in a structured queue. Assign an agent, they take the file. Need to pause because a document is missing? One click, with the reason, and an automatic reminder.
No more "we'll call you back." The client sees their file, sends documents, asks questions, in a clear and simple space.
Features
Draft, pending, in progress, on hold, resolved, completed
Messages, internal notes, secure file transfers
Audit PDF generated at every resolution, CRM archiving
Instant notifications, always up-to-date statuses
Organize and filter your operations any way you want
Divide a complex operation into multiple files
A resolved file can be reopened with cycle traceability
Advisors, distributors, and clients in the same space
Edit and annotate your documents directly within the operation
AI automatically classifies operations and executes simple transactions without intervention
Automatic compliance validation, transactions that need attention are flagged instantly
Permissions
| Action | Advisor | Distributor | Client |
|---|---|---|---|
| Create an operation | |||
| Send messages | |||
| Internal notes (private) | |||
| Transfer files | |||
| Change status | |||
| Put on hold | |||
| Split operation | |||
| Edit PDFs | |||
| Archive (Equisoft, SharePoint and more) |
The Operations Module connects to any distributor back-office or management system. Every integration is custom-built to fit your existing ecosystem, no migration required.
Your back-office runs a proprietary system? That's exactly what TnS is built for.
Replace emails and phone calls with a structured, traceable, and compliant communication channel.
Book a demo