Complete Client Base Overview
Have all your natural clients in the palm of your hand and access their cards & data from a single dashboard.
Table of contents
Table of Contents | ||||
---|---|---|---|---|
|
🗒️ Client card explained
1️⃣ Main
2️⃣ Identifications
3️⃣
Related filesFiles
Panel | ||||||
---|---|---|---|---|---|---|
| ||||||
Related files Files include a possibility to upload and manage custom files required or useful to related client in question. |
4️⃣ Risk scoring
5️⃣ Monitoring
6️⃣
Activity logsLogs
Panel | ||||||
---|---|---|---|---|---|---|
| ||||||
Further read: |