Leon Stamm
Articles
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How to edit personal data regarding my investors?
Path: "Investors" > "Investors" > Select the Account Under the tab "Investors", you will find an overview of all investors. After selecting the corresponding account, you can navigate to the detail...
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How do I delete an investor?
Path: "Investors" > Selection of Investor The details of an existing investor can be viewed in the "Investors" tab under the respective name. After selecting an account using the name, the account ...
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How do I create a new project?
Path: "Projects" > "Projects" > "New Project" Note: Before creating a project, an issuer must be created first (Link to create an issuer). Once a project has been created, you can create a new proj...
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Tracking codes & Google Tag Manager
Tracking codes are used to monitor the journey of investors during the checkout process. If you want to utilize your tracking codes in Google Tag Manager (GTM), we'll guide you through the process ...
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Effecta - Liability umbrella
Path: "Settings" > "Integrations" > Effecta Effecta integration platform setup For this document, the FFAV platform will be used for reference as it is operating under the liability umbrella Effect...
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Semi-professional classification of investments
Path: "Investments" > Investment Selection Classification by the platform On the investment page in "go," you can carry out the classification as a semi-professional investor for your inv...
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Investment portal
The Investment Portal is the digital gateway for your investors to access all information related to your products. By registering an account, either through your website or directly in the subscri...
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Quarterly PPTX - Investors & Investment insights
Introduction: This article deals with a detailed explanation regarding Investors & Investment insights, which can be requested quarterly or semi-annually. These insights are presented in a compreh...
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How do I add cookies to my website (Cookie Bot)?
Note: If you use cookies in your frontend that are not technically necessary, you are obliged to inform users about them. Users of your website must be informed about the storage and use of their d...
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How do I manually create an investor?
Path: "Investors" > "New investor" Manual creation of a new investor Steps to manually create an investor: Go to "Investors" Select "New investor" After you have provided all relevant personal ...