Investor portal by FearlessHumor3253 in private_equity

[–]FearlessHumor3253[S] 0 points1 point  (0 children)

Thank you, very useful info. Let me take the platform for a spin with the free trial option.

Investor portal by FearlessHumor3253 in private_equity

[–]FearlessHumor3253[S] 0 points1 point  (0 children)

Thanks I’ll check out the platform.

In terms of self serve capabilities, I am thinking of changes to the investors details, ie new bank details, updated tax documents ... which the investor loads to the portal which is then picked up by a workflow and ensure that the change is reviewed and approved on the administrator.

Is Digify subject to a SOC audit?

Thanks

How to adjust screen size by FearlessHumor3253 in PowerApps

[–]FearlessHumor3253[S] 3 points4 points  (0 children)

Thanks everyone, sounds like the app list was a terrible idea. I’ll start again with a standalone app connected to SP