Betal kun for det I har brug for
Therefore, we let you choose only the features that you need.
The price is calculated based on:
how many clients you have
the features that your company truly needs
In order to estimate the price, please let us know how many clients do you have:
Modul
Authentication & Signering
kr./md pr. bruger
1
Authentication (MitID log-in)
3
2
eSignatur
7
3
Dokumentdeling
8
4
Onboarding
3
CRM
5
Kundenotater (internt)
5
6
Kunde-opfølgningsstyring (aktivitetsplan)
3
7
Opgavestyring
7
8
Mødeoprettelse og opfølgning
3
Porteføljestyring
9
Faktaark database
3
10
Investeringsanbefaling
7
11
Investeringsrapporter
10
12
Porteføljestyring
13
13
Handelstunnel
7
Import af bankdata
14
Depot- og bankonti-oplysninger
13
15
AML – kontrol
7
Regulering & Compliance
16
Compliance rapporter
3