Leon Stamm
Articles
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How do I create a new Advisory?
Path: "Investors" > "Investors" > Choosing the Account Creating a new Advisory Steps: Select the account of the investor for whom you want to create the Advisory by clicking on their name in th...
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How do I create a new emission document?
Path: Projects" > "Emissions" > Selecting the emission Note: To create an emission document, an emission and a project must be created first. To create an emission document, follow these steps: E...
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Postident - Legitimation
Path: "Settings" > "Integrations" > Postident Your investors can directly authenticate themselves in person at a local post office using the POSTIDENT coupon. This allows your investors to verify t...
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How do I create a new advisory journey?
Path: "Investors" > "Investors" > Selecting the Account Creating an Advisory Steps: Navigate to the "Investors" section and select the relevant account by name. In the detailed view, you will f...
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How do I set a payment reminder?
Path: "Investments" > Choose the investment Note: To manually create an investment, at least one investor must have completed the subscription process. In the "Investments" tab, you can select the ...
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Secupay - Payment provider
Path: "Settings" > "Integrations" > Secupay Note: If you have selected "alternative financial instrument" as your financial product because you intend to offer subordinated loans, for example, you ...
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How do I send a confirmation Mail regarding a completed investment process?
Path: "Investments" > Select the Investment Note: The status of the investment can be "active" or "pending". A payment can also be manually recorded. After a subscription process has been completed...
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xpectoPro - Fund management
Path: "Settings" > "Integrations" > Xpecto Use the digital interface to manage your fund administration. As a professional partner with over 50 years of experience, xpecto combines supervisory lega...
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How do I send a confirmation mail regarding a payment receipt?
Path: "Investments" > Select the Investment Note: The status of the investment must be "active." A payin can also be manually recorded. After a subscription process has been completed, you can view...
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Which interest calculation methods does the software support?
When creating a new emission, you will always need to select an interest calculation method. In portagon go, you have four different methods to choose from. The following table compares these metho...