Products
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Counterparty Oversight - Channel Settings and App Codes (V2)
CourseFor admins, compliance teams, and overseers of counterparty oversight requirements, learn how to configure each channel specific to your business needs and manage ongoing monitoring (alerts).
Free
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Counterparty Oversight - Creating Custom Questionnaires (V2)
CourseFor admins, compliance teams, and overseers of counterparty oversight requirements, learn how to configure and update questionnaires, your tool for specific information gathering! Ensuring you have the information you need, when you need it.
Free
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Counterparty Oversight - Documents and Financials Settings (V2)
CourseFor admins, compliance teams, and overseers of counterparty oversight requirements, learn how to setup and manage requested documentation so you collect the necessary information for your review process.
Free
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Counterparty Oversight - Client Documents and Financials (V2)
CourseRecommended for all users that are part of the document management process, as well as those in client facing positions responsible with document request follow ups.
Free
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Counterparty Oversight - Solution Center Settings (V2)
CourseRecommended for Administrators, branding, and marketing teams, learn how to manage your visibility, including: company's logo, "About Us", and products and offerings to help clients connect with you.
Free
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Counterparty Oversight - User Management (V2)
CourseRecommended for Administrators and IT Security Professionals, covers user management and custom permissions.
Free