website logo
⌘K
πŸ’ΌDeep Alpha Platform
🦸Customer portal
Data Subject Requests
πŸ”„Configuration change request
πŸ’‘Product idea
πŸ“Product feature quote request
πŸ’¬Support process
πŸ€–Order Execution
πŸ€–Investment Advisory & Discretionary Investment Management
Advice Information
Purpose and Risk
Goal Based Investing
Risk Finder
Knowledge and Experience
Financial Situation
Sustainability Assessment
Advisory
Custom Portfolio
Product Platform Advisor
Portfolio Analytics
πŸ§‘β€πŸ’ΌKYC & Investor Management
Investor Card Properties
KYC Onboarding Flows
πŸ€–Advice Engine on Deep Alpha Advisory Platform
Asset Classes
Product Platform Configurations
Investment Universe
Portfolio Model
Instrument Selection
Risk Model
Cost Model
Hybrid Advice
βš™οΈDeep Alpha Platform General
Audit log
βš™οΈAPI Documentation
Webhooks
Session API
βš™οΈMethod Documentation
Table of content
Expected value
Expected path
Expected risk and return
πŸ“‹Release Notes
πŸ“‹Release Notes 1.11.0
πŸ“‹Release Notes 1.10.0
πŸ“‹Release Notes 1.9.0
πŸ“‹Release Notes 1.8.0
πŸ“‹Release Notes 1.7.0
πŸ“‹Release Notes 1.6.0
πŸ“‹Release Notes 1.5.0
πŸ“‹Release Notes 1.4.2
πŸ“‹Release Notes 1.3.0
Docs powered by
Archbee

Customer portal

1min

Here you will find descriptions and links to processes relevant for you after you have gone live with DAP. Select the relevant link for you:

  • ο»ΏConfiguration change requestο»Ώο»Ώ
  • ο»ΏProduct ideaο»Ώο»Ώ
  • ο»ΏProduct feature quote requestο»Ώο»Ώ
  • ο»ΏSupport processο»Ώο»Ώ

ο»Ώ

Updated 24 Apr 2023
Did this page help you?
PREVIOUS
Deep Alpha Platform
NEXT
Data Subject Requests
Docs powered by
Archbee
Docs powered by
Archbee