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👋 Welcome to Avallone’s latest feature report, bringing you the most important updates of the last few weeks. Neatly packed!

This time, we focused on adding capabilities for flexible link sharing, filtering options, and adding related parties to a counterparty.

Let us know what to work on next. Click here

Jump to the different sections that interest you.


Copy links for your KYC Requests

NEWKYC COLLECTOR

Launching flexible link handling; KYC Manager can now copy and paste existing links of requests for counterparties to your preferred format, like your own email threads, so people can easily access them.

image-20240524-075451.png

For example, when communicating in your own way with counterparties via email:

image-20240524-080102.png

Filter your packages by person

NEWKYC RESPONDER

For a better oversight of your many created and shared packages on Avallone, you can now filter the package list in Sharing by whom created/shared the packages.

image-20240530-124407.png

Add related parties without questionnaires

NEW KYC COLLECTOR

Add related persons (UBOs, etc.) and related companies directly from the counterparty’s profile. No need of a questionnaire!

image-20240530-124643.png

Other

  • PLATFORM Better indication for mandatory and optional fields on the platform

  • PLATFORM Some renaming of headlines and buttons to be clearer on the purpose of the action

  • KYC RESPONDER Numerous UX updates!


Need more help?

Contact us at support@avallone.io, and we will contact you as fast as possible.

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