Overview
Enhance your research and monitoring capabilities with our “Custom Alerts” feature. Create and manage personalized notifications based on your specific prompts.User Story: Personalized Notifications
The Challenge
An institutional investor needed efficient monitoring of portfolio developments without manual review of extensive filings. They sought automated notifications and summaries based on specific criteria.The Solution: Custom Alerts
We introduced “Custom Alerts,” allowing investors to define criteria for tailored notifications and summaries.Key Capabilities
- Define Criteria: Set alerts for specific events based on natural language prompts like “Notify when the CFO changes in any of my watchlist-A companies” or “Notify me when company-A makes any disclosure related to fund raise.”
- Receive Notifications: Instant email updates on defined triggers.