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Add a new account to the CRM (Investors, Manage Investor Information)
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Bulk Import Accounts (Upload Accounts, Mass Upload, Contacts, Investor, Customizing Data, CRM and Contact Updates)
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How can I review and approve changes to investor accounts? (Audit Updates, Review Account Updates, Approve Account Details)
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Add an Admin User (Permissions, Roles, Access)
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How do I delete a user from an account? (Remove, Removing)
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Can a user have multiple accounts? (Add Multiple Users, Using same email)
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How do I create lists? (Distribution Lists, Account Lists, Allow Lists)
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CRM View: Customize Fields and Export Contacts (Column Modification, Form Fields, Import, Adding Columns, Adding Data Points)
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Sharing Secure Files (Sensitive Data, Sharing Information, Requesting Data)
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Can I perform KYC and AML checks? (Accounts, Users, Know Your Customer, Compliance)
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How do I enable self-accreditation? (Investor Accreditation, Requirements)
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If an Accreditation requires more information, how will my investor know what to provide? (Accreditation, North Capital, Verification)