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  1. Intralinks
  2. FundCentre Onboarding Resources
  3. General partner resources
  4. Configuring Onboarding

Configuring Onboarding

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  • Configuring country risk profile | FundCentre Onboarding
  • Configuring risk rating calculation rules | FundCentre Onboarding
  • Working with custom fields | FundCentre Onboarding
  • Enabling onboarding for investors | FundCentre Onboarding
  • Risk Ratings | FundCentre Onboarding
  • Configuring document types | FundCentre Onboarding
  • Managing investor types | FundCentre Onboarding
  • Customizing Welcome emails | FundCentre Onboarding
  • Managing subscription documents | FundCentre Onboarding
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