In The Press

Upon approval of a mandate, export due diligence reports, set up digital forms and templates for AR analysis templates, share class, launch emails, and pre-trade in excel or PDF.  Set frequency for the fund house’s reporting and receive notifications when the documents are received daily, weekly, monthly, etc. A dedicated page is provided for each fund onboarded with a summary, ideas, research, videos, and the bank’s internal commentaries regarding the advisory team’s fund to sell.