Centralized Document & Form Management for Seamless Operations

A centralized solution for securely storing, organizing, and tracking client documents.

• Store identification documents, proof of address, income verification, and financial agreements.
• Track document compliance status for regulatory verification and approvals.
• Maintain detailed records, including creation and expiration dates, with downloadable file access.
• Group documents into customized folders for easier management.

This feature ensures data integrity, compliance, and seamless access to critical client files.

Enhance efficiency by linking forms and documents to relevant entities.

• Associate form packages with investment groups, client profiles, or compliance records.
• Link uploaded documents to trading proposals, portfolio strategies, and KYC verification.
• Manage and track form completion status with real-time updates.

This improves record-keeping and operational transparency.

Monitor and manage trading activity across multiple portfolios.

• View pending, in-progress, and completed orders in a single dashboard.
• Create and manage individual or block trade orders.
• Configure execution settings for market orders, limit orders, and more.

This ensures that all trade executions align with portfolio objectives.