Settings
Foundation settings — identity, branding, access, and connectivity
Organisation
- Edit a wide range of bespoke organisational settings.
- Manage company details, structure, and compliance.
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.
Homepage
- Manage homepage images and welcome messages.
- Publish News, Events, and Resources for your users.
- Customise the first impression for your platform visitors.
Roles & Permissions
- Create, edit, and manage roles.
- Assign permissions to roles.
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.
Integrations
- Configure integrations with webhooks, e-signatures, and more.
- Connect your platform to external tools and services.
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.
Classifications
- Manage and configure Investor classification rules.
- Set up rules for platform access and segmentation.
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.
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.
Documents
- Enable document countering and e-signature workflows for Investors.
- Control access and permissions for document handling.
- Streamline document processes across your platform.
Transaction Workflows
- Revise and select transaction management workflows.
- Customise each step to fit your business processes.
Portfolio presentation and performance dashboards
Portfolio
- Manage and configure portfolio options and display.
- Customise how portfolios are presented to users.
Dashboard Builder
- Create, edit, and organise dashboards for your platform.
- Visualise key metrics and data in one place.
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