"Investment advice" activity
With this activity, you can carry out and record the entire restructuring and order execution. The activity consists of three consecutive subactivities:
- In the "Record" subactivity, the advisor records the meeting and creates the corresponding investment advice minutes at the end.
- In the "Execute" subactivity, the report is provided to the client and the orders are executed.
- In the "Review" subactivity, the responsible department reviews the completed activity.