Basic tables
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:
Contact persons table:
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
Signature rights table
UBO table
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.
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
Risk table
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
Advanced suitability table
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
This table can be configured to only show asset or debt.
Liquidity table
Accounting figures table
Amount for advice - items
Amount for advice - asset class
Sustainability
Sustainability assessment table
Alignment criteria table
Preference criteria table
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
Product platform table
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
Cashflow goal table
Cashflow years table
Historical development table
Expected path table
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Expected value table
Cost tables
Fees summary table
Aggregated ongoing fees table
Aggregated cost effect table
Ongoing fees amount table
Ongoing fees percentage table
Order summary tables
Buy order table
Monthly order table
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