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Clients
4
Prospect
Client types
Change (edit) client information
Mapping accounts for clients
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Compliance
5
Create a compliance track
Run a compliance track
What is a compliance status/track
Importing a compliance pack (KYC, FICA, etc)
What is an approval
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Screening
2
When does the screening run
Handling screening results
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Tasks
3
Create a task
Completing a task
Creating a task type / workflow
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Getting started
6
Create a region and office
User types
Adding an advisor
Customizing the theme
Roles and their functions
Adding roles to a user
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Statements
2
Generate provisional statements
Approve statements
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Reporting
6
Create custom reports
View client reports
Built-in reports
Adding a provider
Bulk upload your data
View a feed of your data providers
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Billing and licenses
2
Adding additional licenses
Top up your wallet
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Transactions
3
Add an account
Add an instrument
Add a transaction
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