Through this articles you will learn how to use Simur Studio for managing clients across various portfolios, sharing documents and information, and assessing their influence on your organization. Below, you will discover an overview of the platform’s primary features to assist you in navigating its essential functions.
Create your Companies, add Roles and Relationships
Organizing your companies effectively and establishing clear Roles and Relationships with other companies is crucial for success and operational efficiency. Use Simur Studio to set up your companies, define various roles, and establish relationships between partners, managers, and other companies.
Learn more about Roles.
Create Portfolios and manage your Clients
Create a Portfolio to easily organize your clients. When you invite a client to share their data, they will join the designated Portfolio. Use this tool to manage your clients and access the required information and documents.
Learn more about Portfolios.
Workflows and Business Lines
Create Flows to gather all the relevant information and necessary documents, and assess the potential risk of engaging with a new client for your business.
Learn more about Workflows and Business Lines.
Create customized Risk Questions and Document Requests, assign them to one or more Business Lines based on your company needs, and send them to your clients.