KYC & Investor Management

Investor Card Properties

5min

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
Investor Card for private investors
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Investor Card for business investors
Investor Card for business investors
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Frequently asked questions

Yes, it is possible to add as many contact persons as needed.

Yes, each information field can be configured as a required or not required field.

Updated 29 Mar 2023
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