How can I preview an account's watch list results before executing an IPS?

Once a watch list trigger has been created (in draft or published mode), individual investments can be evaluated or tested in the Trigger Manager section  Settings>Application Management>Triggers Manager>Select Trigger.  At this time, an entire client account (or plan) cannot be tested without executing an IPS.  

Please see the pending feature here for more information.

 

 
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