Settings

Platform

Foundation settings — identity, branding, access, and connectivity

Organisation

Edit a wide range of bespoke organisational settings.
Manage company details, structure, and compliance.

Manage Organisation

Platform Customisation

Customise the look and feel of your platform.
Update homepage images, login screens, and banners.
Align your platform with your organisations brand identity.

Manage Platform Customisation

Homepage

Manage homepage images and welcome messages.
Publish News, Events, and Resources for your users.
Customise the first impression for your platform visitors.

Manage Homepage

Roles & Permissions

Create, edit, and manage roles.
Assign permissions to roles.

Manage Roles & Permissions

User Groups

Create and organize user groups, and multi accounts, and assign users with ease.
Define each groups roles, permissions, and access levels.
Enable functionality tailored to specific user groups and multi accounts.
Control multi-account workflows and advanced user group logic.

Manage Groups

Integrations

Configure integrations with webhooks, e-signatures, and more.
Connect your platform to external tools and services.

Manage Integrations

Onboarding & Compliance

Investor intake, classification, and data capture

Onboarding

Configure onboarding forms and steps for new Investors.
Set up rules and automations for platform access.
Monitor onboarding progress and completion.

Manage Onboarding

Classifications

Manage and configure Investor classification rules.
Set up rules for platform access and segmentation.

Manage Classifications

Form Builder

Create bespoke forms for sub-documents and workflows.
Assign forms directly to deals, investors, or teams.
Streamline data collection and automate document processes.

Manage Forms

Deal Execution

Deal structure, document workflows, and capital movement

Deals

Configure custom Deal types and statuses.
Manage Deal communications and notifications.
Tailor the Deal experience to your organisations needs.

Manage Deals

Documents

Enable document countering and e-signature workflows for Investors.
Control access and permissions for document handling.
Streamline document processes across your platform.

Manage Documents

Transaction Workflows

Revise and select transaction management workflows.
Customise each step to fit your business processes.

Manage Transaction Workflows

Reporting & Oversight

Portfolio presentation and performance dashboards

Portfolio

Manage and configure portfolio options and display.
Customise how portfolios are presented to users.

Manage Portfolio Settings

Dashboard Builder

Create, edit, and organise dashboards for your platform.
Visualise key metrics and data in one place.

Manage Dashboard Builder

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