Access customer data from the NS database to manage CRM, add new deals, and track a pipeline. Approve deals, conduct construction inspections, and capture property photos for origination or asset management.
View full balance sheet with financial assets, fixed assets, deferred assets, and liabilities. Access Bulltick research for macroeconomic trends and financial forecasts. Navigate to insurance products, real estate advisory, and investment funds.
Access private market investments with deal details, terms, and performance data. Review investment opportunities, manage portfolios, and track returns. Set custom diversification goals and receive real-time updates on fund performance.
