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