Investment Accounts and Related Party Screenings
Arthur from Fenergo introduces a new feature in the asset servicing solution that allows users to screen investment accounts and their related parties.
Features related to smaller domains within the Fenergo SaaS platform
View All TagsArthur from Fenergo introduces a new feature in the asset servicing solution that allows users to screen investment accounts and their related parties.
Josh from the Fenergo product team introduces a new feature that prepopulates financial items in the financial analysis task, reducing manual data entry. This feature ensures data quality while enhancing efficiency. Josh demonstrates the configuration and functionality, showing how predefined financial items appear automatically, maintaining existing validation standards. For more details, refer to the user guide.