Guide for fiduciaries
Partner portal, multi-client governance, and billing for Swiss fiduciary firms.
For Fiduciaries in Numezis supports audited workflows in the company portal.
Where in the app
- See the module in the company portal sidebar (
/c).
Step-by-step
- Sign in to the company portal.
- Open the module from the sidebar.
- Create or open the relevant record.
- Complete validation and submit.
- Review results in related lists or reports.
Permissions and modules
Requires the module to be enabled for your company and appropriate group permissions.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
partner.clients.list | Partner Clients List and Navigation | high | UAT-P-CLIENT-LIST-001 |
partner.portal.dashboard | Partner Dashboard Overview and Shortcuts | medium | UAT-P-PORTAL-DASH-001 |