Emmanuel Winkler

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Activity overview

Latest activity by Emmanuel Winkler
  • Emmanuel Winkler created an article,

    Sharing Portal White‑Labeling & Branding

    We’ve introduced new white‑labeling and branding options for the Sharing Portal experience used by your external counterparties. This update lets you present the portal with your own brand elements...

  • Emmanuel Winkler created an article,

    Bulk Upload Template – Responder Guide

    IntroductionThe Bulk Upload Template for Responders allows you to efficiently submit KYC information in response to a request using a structured spreadsheet.Rather than entering data manually, you ...

  • Emmanuel Winkler created an article,

    Bulk Upload Template – Collector Guide

    IntroductionThe Bulk Upload Template for Collector allows you to submit large volumes of KYC data quickly and accurately using a structured spreadsheet.Instead of entering data manually, you can po...

  • Emmanuel Winkler created an article,

    Access Controls (Access Groups)

    Access controls let you control which users can access which specific data in Avallone.They work by granting access to resources (Companies, Officers, Packages, and Cases) to members of a group. If...

  • Emmanuel Winkler created an article,

    Address Book for KYC Packages

    The Address Book gives your team a single, shared place to store and manage emails you work with regularly, so you don’t have to re-enter the same details every time you would like to share a packa...

  • Emmanuel Winkler created an article,

    Global Documents (Responder)

    Manage global documents directly in Responder and reuse them across multiple packages without needing to upload the same document to each individual company profile.This feature is especially usefu...

  • Emmanuel Winkler created an article,

    Company Relations List

    The Company Relations List provides a clear, list-based view of how a company is connected to other companies.Previously available as the Officers tab, this section has been expanded to include dir...

  • Emmanuel Winkler created an article,

    Set Up ComplyAdvantage Bring Your Own License (BYOL)

    OverviewComplyAdvantage Bring Your Own License (BYOL) allows you to connect your own ComplyAdvantage (CA) account to Avallone using your existing API credentials, instead of Avallone’s shared crede...

  • Emmanuel Winkler created an article,

    Introducing Notes

    The Notes feature allows you to capture important context, findings, or internal commentary directly within the Avallone platform. Notes are designed to support collaboration, transparency, and aud...

  • Emmanuel Winkler created an article,

    PDF-filler

    Avallone’s PDF-filler for questionnaires allows you to upload an original pdf (editable and interactive) where it will process the questionnaire within minutes. This elimintes the digitization proc...