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Documents Module
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Documents Module
Easy for clients to upload documents in a
drag-and-drop
environment for approval.
Back office users can
quickly and easily
review uploaded client documents as part of a gallery, with notifications when new documents are uploaded.
More CRM
&
Back Office Features
Smart Tagging System
Internal Push notifications
Special Purpose Vehicles (SPV)
Create Property Prospectuses
Video Compliance
User Permissions or Roles
Lead Allocation
Trading Platform Integration
Deposits & Withdrawals
Appropriateness Testing
Multiple Brands & Entities
Documents Module
Affiliate & IB Programmes
Management Fees
Simple & Easy to Understand Interface
Smart Verification
Transparent Reporting
Secondary Market
Web Based & Responsive Design
Wallet System
Clear Focus on Risk Management
Cross Selling
Compliance Friendly
KYC & AML
Registration Form
Internal transfers
Adaptive and Responsive
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