Save time and be more relevant with the tag system!
A tag is a keyword categorising a term that can be related to a client, a security or a research (PDF and videos).
Tagging helps you define the profile of your client and elaborate the related KYC.
For Hyper-targeting and investment proposals
Tags helps you target client segments.
For example, for the tag called "Switzerland" you can find all the securities related to "Switzerland" and all the clients to whom those securities may be appealing.