Investment Proposal Engine
Tables

Basic tables

32min

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:

Client information tables

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:

Investor information table:

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Contact persons table:

Contact persons table
Contact persons table
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KYC Table

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

KYC information table

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Signature rights table

Signature rights table
Signature rights table
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UBO table

UBO table
UBO table
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Advice information

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.

Advice information Table
Advice information Table
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Purpose and risk

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

Goals table

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Risk table

Risk Table
Risk Table
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Knowledge and experience

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

Knowledge and experience table

Knowledge and experience table
Knowledge and experience table
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Advanced suitability table

Advanced suitability
Advanced suitability
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Financial situation

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

Financial situation table

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

Liquidity table

Liquidity table
Liquidity table
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Accounting figures table

Accounting figures table
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Amount for advice - items

Amount for advice - items
Amount for advice - items
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Amount for advice - asset class

Amount for advice - asset class
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Sustainability

Sustainability assessment table

Sustainability assessment table
Sustainability assessment table
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Alignment criteria table

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Preference criteria table

Preference criteria table
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Advisory

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:

Investment plan details table

Investment plan details table
Investment plan details table
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Product platform table

Product platform table
Product platform table
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Proposal page

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:

Investment plan statistics

Investment plan statistics
Investment plan statistics
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Cashflow goal table

Cashflow goal table
Cashflow goal table
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Cashflow years table

Cashflow years table
Cashflow years table
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Historical development table

Historical development table
Historical development table
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Expected path table

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Expected value table

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Cost tables

Fees summary table

Fees summary table
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Aggregated ongoing fees table

Aggregated ongoing fees table
Aggregated ongoing fees table
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Aggregated cost effect table

Aggregated cost effect table
Aggregated cost effect table
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Ongoing fees amount table

Ongoing fees amount table
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Ongoing fees percentage table

Ongoing fees percentage table
Ongoing fees percentage table
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Order summary tables

Buy order table

Buy order table
Buy order table
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Monthly order table

Monthly order table
Monthly order table
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