thewealthnet

Jersey fintech makes enhances to offering

News Team, 13/10/2022

Jersey-based platform Phundex has made platform and pathway enhancements.

Its platform enhancements include: sharing documents with guests directly; temporary user licensing and ability to switch users between regular and temporary users; copying completed documents and forms across stages and pathways; recurring tasks; and the ability to retain documents and data forms.

Its pathway enhancements include: data protection checklist; data sharing & subject access che...


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