KYC dashboard

Here you can find an overview of all the client relationships that are awaiting your or your clients action.

You can see an overview of: 

• The Clients
• The Last Risk Assessment
• The Risk level
• The Status

In case you would like to open a client relationship to take an action, you can click on the View button.

How to sort my clients

When clicking on the highlighted icon next to Client, you can sort your clients in an alphabetical or reverse alphabetical order.

How to use the filter

You can filter client relationships by clicking on the Filter button in the upper right corner. The client relationships can be filtered based on:

• The status 

• The Risk Level

After selecting a status or a risk level you would like to filter on, you need to click on the Apply button. In case you would like to remove all the filters, you need to click on the Clear All button.