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)
4
2
eSignatur
8
3
Dokumentdeling
10
4
Onboarding
4
CRM
5
Kundenotater (internt)
6
6
Kunde-opfølgningsstyring (aktivitetsplan)
4
7
Opgavestyring
8
8
Mødeoprettelse og opfølgning
4
Porteføljestyring
9
Faktaark database
4
10
Investeringsanbefaling
8
11
Investeringsrapporter
12
12
Porteføljestyring
16
13
Handelstunnel
8
Import af bankdata
14
Depot- og bankonti-oplysninger
16
15
AML – kontrol
8
Regulering & Compliance
16
Compliance rapporter
4