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
🗒️ Client card explained
1️⃣ Main
2️⃣ Identifications
3️⃣ Related files
Related 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 logs
Further read:
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