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