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
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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
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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
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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
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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
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Advanced suitability table
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
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This table can be configured to only show asset or debt. 
Liquidity table
Liquidity table
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Accounting figures table
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Amount for advice - items 
Amount for advice - items
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Amount for advice - asset class
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Sustainability 
Sustainability assessment table 
Sustainability assessment table 
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Alignment criteria table
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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
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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
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Cashflow goal table
Cashflow goal table
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Cashflow years table
Cashflow years table
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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 
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Aggregated ongoing fees table
Aggregated ongoing fees table
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Aggregated cost effect table 
Aggregated cost effect table 
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Ongoing fees amount table 
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Ongoing fees percentage table 
Ongoing fees percentage table
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Order summary tables 
Buy order table
Buy order table
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Monthly order table 
Monthly order table 
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