Investor Card Properties
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
- 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 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.
Deep Alpha Advisory Platform enables data integration from the CRM system to advisory platform.
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.