Alan Grinberg

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  • Internal Access Request: Client360 Financial Platform and software provisioning

    OverviewClient360 is our primary internal platform for managing sensitive client financial data, portfolio performance, and KYC (Know Your Customer) documentation. Due to the sensitive nature of th...

    Alan Grinberg Updated 0 followers 0 comments 1 vote

  • Two-Factor Authentication Setup

    Enable Two-Factor AuthenticationProtect your account with an extra layer of security by enabling 2FA.Why Enable 2FA?Two-factor authentication adds security by requiring:Something you know (your pas...

    Alan Grinberg 1 follower 0 comments 0 votes

  • Understanding Your Billing Cycle

    Billing InformationThis guide explains how billing works for your subscription.Billing CycleYour billing cycle begins on the date you sign up or upgrade. You'll be charged automatically on the same...

    Alan Grinberg 1 follower 0 comments 0 votes

  • API Integration Guide

    API Integration OverviewOur REST API allows you to integrate our platform with your existing systems and workflows.Getting Your API KeyLog in to your accountNavigate to Settings → API KeysClick "Ge...

    Alan Grinberg 1 follower 0 comments 0 votes