Skip to main content

ClientRelay's Newsletter (4)

Improved exporting PDF of Proposal and new exporting Forms

Modified on Wed, 14 Oct at 10:23 AM
Updates: Client Intake > ACN Verification & KYC Onboarding

Modified on Wed, 12 Aug at 8:45 AM
Proposal Upgrades: Drag & Drop, Fixed Payments, and Live Preview

Modified on Tue, 25 Aug at 1:31 PM
Client Intake: CDD, Trust Deed Analysis & AML Monitoring

Modified on Wed, 21 Oct at 12:18 PM