A Virtual Guide to Greenman's Broker Portal: Introducing the Latest Features

Happy Holidays from Greenman! As we celebrate this festive season, please note that our office will operate on reduced services on Thursday, December 19th.
Our last working day for the year will be Friday, December 20th. We will reopen on Thursday, January 2nd, 2025.

Greenman Group stands with Ukraine. Make a donation to the Polish Humanitarian Action (PAH) supporting refugees arriving in Poland and Greenman will match it. Donate here.

27 Aug A Virtual Guide to Greenman’s Broker Portal: Introducing the Latest Features

Posted at 07:10h in Updates by Helpdesk Greenman

Continuing on our ongoing digital improvement to our online Broker Portal, Caroline Vize, Head of Fund Services talks us through the latest rollout of features including our DocuSign Integration which allows for paperless registration of new subscriptions for all clients (SDIO, Direct, Corporate, and Pension investments).

Print page

0 Likes

A Virtual Guide to Greenman’s Broker Portal: Tips, Tricks & New Features Compliance & Managing Risk Webinar