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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
Create Property Prospectuses
Documents Module
Multiple Brands & Entities
Registration Form
Cross Selling
Appropriateness Testing
Video Compliance
Compliance Friendly
Lead Allocation
User Permissions or Roles
Transparent Reporting
Secondary Market
Clear Focus on Risk Management
Affiliate & IB Programmes
Deposits & Withdrawals
Smart Tagging System
Wallet System
Web Based & Responsive Design
Simple & Easy to Understand Interface
Special Purpose Vehicles (SPV)
Internal transfers
Management Fees
Trading Platform Integration
Internal Push notifications
Smart Verification
KYC & AML
Adaptive and Responsive
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