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.
- 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.