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