Operations Module
Advisor-distributor collaboration, reinvented.
Every transaction becomes a structured, traceable file where advisors, distributors, and clients collaborate in real time.
Endless emailsFollow-up callsNo traceabilityZero visibility
<30sTo create an operation
100%Automatic traceability
0Emails needed
STATUSTITLEPRIORITY
In ProgressRRSP Transfer — J. TremblayNormal
PendingTFSA Contribution — M. LavoieHigh
In ProgressRedemption — S. BergeronNormal
On HoldLife Insurance — P. RoyUrgent
ResolvedRRIF Transfer — C. DuboisLow
ConversationIn Progress
AdvisorHere are the documents for the RRSP transfer.
File added — form_T2033.pdf
DistributorReceived. File assigned, processing.
Status changed — In Progress
Write a message...
Amount$25,000
APPROVED
The problem
What advisors deal with today
Endless emails
"Did you get the form?" — "I'll resend it." — "Which file again?"
Follow-up calls
Because the email has been unanswered for 3 days.
No traceability
If the regulator asks who did what and when, good luck piecing together the trail.
Zero visibility
Is your request in progress? Pending? Lost? Impossible to know without following up.
The solution
What if every transaction had its own dedicated space?
Tchat N Sign's Operations Module turns every transaction into a structured, traceable file.
A clear lifecycle
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.
Everything in one place
Messages between all parties in a structured thread. Private internal notes. Secure file transfers with password protection and expiration dates. Instant notifications.
Compliance, automatically
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.
Lifecycle
A defined path for every operation
No more guessing. The status is there, in real time, for every file.
1
Draft
The advisor prepares the request, invisible to the distributor
2
Pending
Sent to the distributor, waiting for an agent to pick it up
3
In Progress
A distributor agent is assigned and processing the request
4
Resolved
The operation is complete, an audit PDF is generated automatically
5
Completed
Archived and accessible for future reference
On Hold
The distributor can pause with a reason + automatic reminder
For every role
What it changes in practice
Financial Advisor
Create an operation in 30 seconds: the title, your distributor, your clients, the transaction type. Prepare everything in draft mode, then send when ready.
Create in 30 seconds
Private draft mode
Filtered view by status, priority, distributor
Nothing falls through the cracks
Distributor
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.
Structured request queue
Agent assignment
Pause with reason
Split into sub-operations
Client
No more "we'll call you back." The client sees their file, sends documents, asks questions — in a clear and simple space.
Visibility on their file
Document upload
Questions in the thread
Clear and simple space
Features
Features at a glance
Complete lifecycle
Draft, pending, in progress, on hold, resolved, completed
Structured messaging
Messages, internal notes, secure file transfers
Automatic compliance
Audit PDF generated at every resolution, CRM archiving
Real-time
Instant notifications, always up-to-date statuses
Priorities & tags
Organize and filter your operations any way you want
Split operations
Divide a complex operation into multiple files
Reopening
A resolved file can be reopened with cycle traceability
Multi-party
Advisors, distributors, and clients in the same space
Built-in PDF editor
Edit and annotate your documents directly within the operation
AI ClassificationComing soon
AI automatically classifies operations and executes simple transactions without intervention
AI ComplianceComing soon
Automatic compliance validation — transactions that need attention are flagged instantly
Back-office sync
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.
Permissions
Role matrix
| 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) |
Security
View our certifications Regulator asking for records? Your audit trail is already ready.
Ready to transform your operations?
Replace emails and phone calls with a structured, traceable, and compliant communication channel.