How-to Guides
Step-by-step tutorial's to help you navigate the easyAML platform.
Tasks
Transactions
Entities
- How to Manage Trustees for a Legal Entity
- How to Re-link a UBO to an existing Individual in easyAML
- Updating Individuals Information and Managing Outstanding KYCs
- Creating and managing Groups
- Reviewing an Individual KYC - Step by Step
- Adding and Managing Individuals in easyAML
- Adding and Managing Entities (Trust) in easyAML
- Adding and Managing Entities (Company) in easyAML
Insights
Training
Compliance
Reports
Account Settings
- Choosing or changing Outsourcing to AML on Demand
- How To Invite A New User To easyAML
- Change 2FA to Authenticator App
- How To Configure Platform Notification Preferences In easyAML
- Whitelabelling - Setting up your business brand and logo
- Navigating The Top Menu: Notifications, Support, and Sign Out
- Managing Account Settings and Billing in EasyAML