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