Trade Surveillance Agent
← Legal Optimizer
Vault
✓
Intake
✓
Rules
✓
Config
4
Dashboard
5
Detail
Trade Surveillance Dashboard
All trade alerts across your firm. Click any row for investigation details and corrective actions.
📄 Export Dashboard
Filter:
All
New
Investigating
Escalated
SAR Referral
Cleared
All Alert Types
ID
Advisor
Client
Alert Type
Security
Value
Risk
Status
Date
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