Leon Stamm
Articles
-
Where can I find the suitability audits of an investor?
Path: Compliance Center > Suitability audits Note: The following view provides an overview of completed suitability audits, which you can display individually.
-
Where can I find the adequacy audits of an investor?
Path: Compliance Center > Adequacy audits Note: The following view provides an overview of completed adequacy audits, which you can display individually. You can view the scores of the latest adequ...
-
How do I send a confirmation Mail regarding a completed investment process?
Path: "Investments" > Select the Investment Note: The status of the investment can be "active" or "pending". A payment can also be manually recorded. After a subscription process has been completed...
-
How do I create Tracking codes?
Path: "Marketing Tools" > Tracking Codes Creating Tracking Codes: Steps for Tracking Codes: First, click on "New Tracking Code." Enter the name of the tracking code and select the appropriate trig...
-
Mailchimp - Marketing tools
Path: "Settings" > "Integrations" > Mailchimp Please note The integration with Mailchimp will be deactivated on 01/09/2024. To ensure that you can continue to use your newsletters and other email...
-
How do I change the registration?
Path: "Settings" > "Platform" > Registration Basic Settings In this section, you can change various settings that affect the registration process every potential investor needs to go through, befo...
-
How do I delete an existing emission?
Path: "Projects" > "Emissions" > "Name of the Emission" Note: To delete an emission, an emission and a project must have been created first. Once the emission has been selected, you can edit the st...
-
How do I create a new brokerage document?
Path: Projects" > "Emissions" > Selecting the emission Note: To create an brokerage document, an emission and a project must be created first. To create an brokerage document, follow these steps: ...
-
How do I create a new emission document?
Path: Projects" > "Emissions" > Selecting the emission Note: To create an emission document, an emission and a project must be created first. To create an emission document, follow these steps: E...
-
How do I create a new platform document?
Path: "Settings" > Documents In the "Settings" - "Documents" section, you upload platform-related documents, i.e., documents that are not specific to a particular emission. These could include Gene...