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