Automatic Alerts via Slack

Oct. 29, 2020

In addition to email, desktop, and text notifications, you can now receive automatc Portfolio Watch List and BWIC alerts via Slack.

The Why

Alerts, by their very nature, are ephemeral. As such, it makes more sense to have them hit a chat system or a notification pop-up, rather than adding to a perpetually overwhelmed inbox.

Empirasign Automatic Alerts System

With Portfolio BWIC/Offer alerts, you receive notifications any time a bond stored in your Portfolio appears on a BWIC or Dealer Run. Every alert shows recent trade color, price talk, dealer runs data, and now also recent holdings information from our N-PORT database - including fund company name, value date, principal amount, and valuation price. Use our BWIC Watcher tool to receive alerts whenever Empirasign updates a "watched" BWIC with additional price talk or trade color.

How to Install Empirasign Alerts in Slack

It takes only a few minutes to install our Slack alerts app via the following four steps:
1. Ensure you have a Slack channel ready to start receiving alerts. You can create a new channel by opening Slack, clicking the plus sign next to 'Channels' on the app's menu, and selecting 'Create a channel'.
2. Log in to the Empirasign web app and navigate to the My Alerts & Recaps page under the 'My Portfolio' tab. Click the 'Add to Slack' button located in the top right-hand corner of the page.
3. Sign in to Slack in to Slack with your workspace's URL. You will then see the following message: 'Empirasign Alerts is requesting permission to access the [Your Company] Slack workspace. Where should Empirasign Alerts post?'
Select the channel where you would like your alerts to appear from the drop-down menu, then click 'Allow'. You will then automatically get returned to your Empirasign My Alerts & Recaps page.
4. Finally, opt-in to these alerts by toggling your 'BWICs & Offers (Slack)' settings at the top of the My Alerts & Recaps page to 'On'.

A Word on Permissions

To enable Empirasign Alerts via Slack, we only require the minimal set of permissions to operate. Our Alerts app is permissioned with write-only access solely to the Slack channel you specify. Furthermore, we have no read access nor any ability to change any of your Slack settings.

Other Chat Systems

Integrations for Microsoft Teams and Google Chat will also soon be available. If your shop uses another system, please have your IT administrator reach out to us to discuss your organization's needs.


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