Knowledgebase

Access Control Account Management Features Account Password Accuracy Accurate portfolio compositions Add Clients Bulk Add Clients Single Add slots Admin Admin Area Admin Panel Administrators Admins Admins can reserve specific time slots Allocation percentages Allow access Allowed Time Frame Amazon SES API calls Application Framework Appointment Booking Appointment Data Appointment Notifications Appointments Assign roles asynchronously via AJAX Audit logging Authentication system AWS S3 Backend Backend integration (PHP Laravel) Backend Interface Backend Logic Backend Service Background Processing Balanced investment strategy Booking Cancellation Booking Management Branded communication Built-in Reporting Tools Bulk Data Uploads Bulk Upload Bulk Upload Feature Cancel slots Cancel/Reschedule Appointments Chart.js Client Client Distribution Client Management Client Onboarding Process Client Profiles Comprehensive Platform Contact Information CRUD CRUD interface CRUD Operations CSRF protection CSS3 CSV CSV File Customer Customer account Customer Area Customizable permissions D3.js Data Accuracy Data Aggregation Data Management Data normalization Data Processing Data Retrieval Data Security Data Types Data Update Operations Data Validation Data visualization libraries Database Database tables date availability Date Range Define Pension Parameters Defined Parameters Delete slots Develop portfolios Dynamic time slots Efficiency Email Service Provider Email templates Employers Encrypted Storage Encryption Excel Excel File Excel Files Execution Timeout Issues Export Options File Chunks File Formats (JPEG File Type File-Handling Capabilities filter by date Foreign keys Form validation Form-based interface Format Consistency frontend interactivity Fund name Fund type Funds table Generate Detailed Reports Generate Reports Government-Issued IDs Granular definition HTML5 Implemented using JavaScript FullCalendar.js Investment funds Investment Information Management Investment Portfolios Investment Reports Invitation Emails Invite Tokens JavaScript frameworks Junction table Laravel Laravel Eloquent ORM Laravel File Storage System Laravel middleware Laravel's authentication system Laravel's Authorization gates and policies Laravel's Mail service Large Data Sets Malicious Uploads Manage Employers Manage Investment Funds Manage Portfolios Matplotlib (Python) Metadata Mix of investment funds Modify slots Multiple tables MySQL Notification Settings or client Pandas (Python) Password hashing PDF PDF) Pension and Investment Reports Pension Information Management Pension Reports Pension Statement Records Percentage Allocations Performance metrics Personalized Reports PNG Portfolio table Portfolios React Investment Reports Real-time slot updates Real-time Status Updates Recurring Reservations Referential integrity Relational database Relationships Relationships to multiple funds Report Approval Report Creation Report Review Reports Required Fields Reschedule Bookings Rescheduling Updates Reservation Management Residential Address Responsive web technologies Restrict access Review and Approve Reports Review State Role-based access control (RBAC) Secure Access Secure Data Handling Secure file storage Secure File Upload System Secure Form Secure role assignments Secure Upload Secure web technologies Security SendGrid Sensitive Identification Documents service Service list Service Type Session management Slot Selection SMTP Specify percentage Staff roles System Processing Task Queue System Track Approvals Track Changes Tracking and Analyzing Unique identifier Update Address Update Personal Information Uploaded Data User Assignment User credentials User permissions validation User profiles User responsibilities User roles and permissions User sessions User Table Validation Checks Validation Rules Version Control Vesting schedule View Appointment History View slots Visualization Tools