Working with Profiles
Learn how to create, edit, and maintain client, entity, trust and vessel profiles, including ownership connections and documentation.
Searching for Client Profiles, Adding New Profiles, and Uploading DocumentsLearn how to find, create, and update client profiles and documents—essential steps for onboarding and ongoing due diligence.
Managing and Connecting ProfilesCreate, connect, and manage directors, shareholders, and related parties for accurate due diligence and ownership tracking.
Managing Vessel ProfilesTrack and assess vessels for sanctions, risk, and ownership transparency using SILO’s structured profile and screening tools.
