---
title: Investor Card Properties
slug: investor-card-properties
docTags: 
createdAt: 2022-08-12T07:19:38.000Z
---

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. 

![](https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/IxnbI3vq4W9-O2EoA3ePh_client-information2-used.png "Investor Card for private investors")



![](https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/UhGZgB9-yZUBl6ZEjne4N_bedrift-information-used.png "Investor Card for business investors")




## Frequently asked questions

:::ExpandableHeading
### 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. 

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:::ExpandableHeading
### Is it possible to define what information fields are required?

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



:::