Forms and surveys
Go to My Account
Go to Company
Go to Form
Select Form type
Onboarding forms will help you to build a survey, lear nurturing forms for your website, or simply account opening forms.
DM profiler means discretionary portfolio mandate forms and helps you build a robot advisor solution.
To learn more we encourage you to watch this video :
Go to Company
Go to Form
Select Form type
Onboarding forms will help you to build a survey, lear nurturing forms for your website, or simply account opening forms.
DM profiler means discretionary portfolio mandate forms and helps you build a robot advisor solution.
To learn more we encourage you to watch this video :
Updated on: 12/07/2022