Skip to content
DataView Wealth
Menu
  • Benefits
  • Services
  • Gallery
  • FAQs
  • Pricing
  • Contact Us

Clients

  • Prospect
  • Client types
  • Change (edit) client information
  • Mapping accounts for clients

Compliance

  • 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

Screening

  • When does the screening run
  • Handling screening results

Tasks

  • Create a task
  • Completing a task
  • Creating a task type / workflow

Getting started

  • Create a region and office
  • User types
  • Adding an advisor
  • Customizing the theme
  • Roles and their functions
  • Adding roles to a user

Statements

  • Generate provisional statements
  • Approve statements

Reporting

  • Create custom reports
  • View client reports
  • Built-in reports
  • Adding a provider
  • Bulk upload your data
  • View a feed of your data providers

Billing and licenses

  • Adding additional licenses
  • Top up your wallet

Transactions

  • Add an account
  • Add an instrument
  • Add a transaction
  • Home
  • Documentation
  • Clients
  • Client types

Client types

Table of Contents
  • Individual
  • Company
  • Trust

Individual #

  • No type
  • Minor
  • Estate late

Company #

  • Closed corporation
  • Franchise
  • Non-profit
  • Partnership
  • Pension fund
  • Personal liability
  • Public Company

Trust #

Still stuck? How can we help?

How can we help?

Updated on October 11, 2022
ProspectChange (edit) client information

Powered by BetterDocs

Table of Contents
  • Individual
  • Company
  • Trust

LINKS

Terms of Use

Partner Agreement

Cookies

PRODUCT

Pricing Plan Comparison
Download on the App Store

Get it on Google Play
Copyright © 2022 DataViewWealth