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