Pipefile helps automate the secure collection of client documents. Create a checklist of required documents, schedule automated reminders, and be notified as new documents are uploaded. Accept or reject documents and download organized client packets.
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Https://pipefile.com/ is pretty good for this. Source: over 3 years ago
There is a google docs form to fill out at the top of the ethos.io page ( I don't want to direct link it, not sure if it has identifiers in the URL?). Source: over 1 year ago
I hate pushing my opinion on folks (because I really do respect folks who want to be fully done and they're completely valid) but I really do think there should be at least some consideration to the waves or ethos.io proposals (or more due diligence since it seemed like Binance and a few other companies were involved). If FTX truly is the best deal fine, but I do think equity and our crypto being given back... Source: over 1 year ago
4) Voyager took multiple years to switch simple systems and was called out by ethos.io and former board director https://twitter.com/shingolavine/status/1574472263247634432. Source: over 1 year ago
Shingo Lavine who's company Ethos.io (that was acquired by Voyager) made a statement on this as well: https://twitter.com/shingolavine/status/1573030726139727872 stating that that app remake and sharing revenue plan might work well with their Ethos.io plan / proposal here: https://cases.stretto.com/public/x193/11753/PLEADINGS/1175307292280000000006.pdf. Source: over 1 year ago
And that ethos.io was not rebranded into VOyager. Voyager bought Ethos....2 very different scenarios. Source: over 2 years ago
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