IMPortal - featuring KYC-for-Salesforce
Mapbit has partnered with KYCnet to launch the next generation solution for
Wealth
and Investment Management
Professionals.
IMPortal has an extended Salesforce for Wealth Management with a full range of
Investment Management functionalities, real- time up- to-date fund
research information from Malipayon and complete, auditable web-base
KYC and AML services from KYCnet.
IMPortal manages:
- Client Relationships (Activities & Events, Positions, Preferences, Rules)
- Investment Profiles and Strategies (Asset Allocations, Model Portfolios, Recommendation Lists)
- KYC Analysis & AML compliance (via KYC-for-Salesforce)
- Collaborate on strategy and investment fund research.
For more information, see here.
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