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Client Management

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Need reporting capability in AML to identify clients in high normal low and none categories

the client list on elements v1 contained an status status column so you knew clients that needed to be dealt with and for others you knew the risk. now there is just a client list an no mention of whether AML complete or what the level of risk is....
David Brown about 2 months ago in AML / Client Management 1 Planned

Reports Feature

It would be really useful to be able to pull off various reports, such as clients risk assessment score, or those which are approaching expiry etc.
Jane Rigley 9 months ago in Client Management 1 Planned