KYC & Investor Management

Investor Card Properties

6min

Investor Card can be customized to collect the information required to onboard, manage and advise Investors. 
Investor Cards can be configured for each investor type:
private investors
company as an investor
Customizable client information
Define the type of the input field
Define the name and order of information fields
Define whether or not information field is required 
Auto look-up
Auto look-up helps you to save time by automatically filling out investor's information. 
Business investor card 

By typing company's organisation number, the platform will automatically fill out company's name, address and contact persons. This functionality is currently available in Norway.
CRM system integration
Deep Alpha Advisory Platform enables data integration from the CRM system to advisory platform. 
Investor Card for private investors
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Investor Card for business investors
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Frequently asked questions
Is it possible to add more than one contact person for a company investor?
Yes, it is possible to add as many contact persons as needed. 

Is it possible to define what information fields are required?
Yes, each information field can be configured as a required or not required field. 