Contact us
About
About Us
Career Opportunities
Company News
Contact Us
Software
CRM & Back Office
Client Portal
Affiliate Management
Crowdfunding Platform
Services
Web Design & Development
Marketing
Financial Education
Payment Gateways
Regulatory
Advisory
Accounting, Audit, Tax
Legal & Corporate
Cybersecurity
Advisory
Search
Menu
Menu
You are here:
Home
1
/
Client Portal
2
/
CRM
3
/
Crowdfunding Platform
4
/
Software
5
/
Documents Module
Previous
Next
1
2
3
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
Web Based & Responsive Design
Registration Form
Affiliate & IB Programmes
Documents Module
KYC & AML
Management Fees
Compliance Friendly
Multiple Brands & Entities
Clear Focus on Risk Management
Cross Selling
Simple & Easy to Understand Interface
Video Compliance
Smart Verification
User Permissions or Roles
Smart Tagging System
Deposits & Withdrawals
Lead Allocation
Transparent Reporting
Create Property Prospectuses
Internal Push notifications
Internal transfers
Special Purpose Vehicles (SPV)
Secondary Market
Appropriateness Testing
Wallet System
Trading Platform Integration
Adaptive and Responsive
Scroll to top