C°View features

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C°View features by Mind Map: C°View features

1. Account management

1.1. Show account details

1.1.1. List charged services

1.2. Create account

1.3. Edit account

2. Customer management

2.1. List customers

2.2. Show customer details

2.2.1. Deactivate customer

2.2.2. Assign as beneficial owner

2.3. Show customer information

2.3.1. Show customer history

2.3.2. Kundhelhet???

2.3.3. Show uploaded documents

2.3.4. Show services

2.3.5. Dispositionsrätter???

2.3.6. Manage customer alerts

2.3.7. Manage investment documentation

2.3.7.1. List document

2.3.7.2. Create suitability assesment

2.3.7.3. Create suitability assesment light

2.3.7.4. Create Mifid form

2.4. Upload a document

2.5. Private

2.5.1. Create private

2.5.2. Edit private

2.6. Corporate

2.6.1. Create corporate

2.6.2. Edit corporate

2.7. Prospect

2.7.1. Create prospect

2.7.2. Edit prospect

2.7.3. Show prospect details

3. Advisor opertaions

3.1. List activities

3.2. Create activity

3.3. List prospects

4. Credit operations

4.1. Open credit

4.2. List customer credits

4.3. List financial plannings

4.4. Financial planning

4.4.1. Create new financial plan

4.4.2. Show financial plan details

4.4.3. Print financial plan

4.4.4. Print amortisation table

4.5. Credit application

4.6. Credit decision

5. Tools

5.1. Loan calculator

5.2. Submission settings

5.3. Reports