Customers can be searched, filtered and assigned to various phases depending on your way of working with on-boarding and daily management.
By easily categorizing legal entities like customers, partners, counterparties etc. you can work more easily with large amounts of data.
Within the customer overview you can get a total dashboard view of each legal entity and their performance.
You can interact with multiple accounts and decide to filter the activity for one or several accounts at a time.
From the same view you can work with your customers insurance, portfolio allocations, taxation, account applications, powers of attorney and much more.
In the file management area you, your brokers and your customers can manage individual files that are linked to account applications, advisory forms etc. This gives you one single place to organize your customer information and activity.
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