The basic tables in our Investment Proposal Engine are designed to present generic data in a clear and straightforward manner. They are ideal for displaying standard information and their simplicity ensures that essential data is easily understood at a glance. In this section, you can find examples of all tables we have available for usage. To make it simple, they are presented per page in Deep Alpha:

The tables for investor information serves the purpose of presenting information about the investor, as captured in the client information page. The following tables are available:

The tables for investor information serves the purpose of presenting information collected in the KYC page. The following tables are available:

The tables for advice information serves the purpose of presenting information collected in the advice information page. The following table is available and it reflects your configuration of the advice information page.

The tables for purpose and risk serves the purpose of presenting information collected in the purpose and risk page. The following tables are available:

The tables for knowledge and experience serves the purpose of presenting information collected in the knowledge and experience page. The following tables are available:

The tables for financial serves the purpose of presenting information collected in the financial situation page. The following tables are available:

This table can be configured to only show asset or debt.

The tables for financial serves the purpose of presenting information collected in the advisory page. These tables gives insight into the selected saving plan and the selection of product platform. The following tables are available:

The tables for financial serves the purpose of presenting information presented in the proposal page. These tables gives insight into the selected saving plan and portfolio. The following tables are available:

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