Welcome back, James
Here is an overview of your advisory practice as of today.
Total Clients
24
+3 this month
AUM
$12.4M
+8.2% QoQ
Active Orders
7
2 pending approval
Pending KYC
3
Action required
Client Activity
View allSC
Sarah Chen
Completed KYC verification
2h ago
MO
Michael Okafor
Subscribed to xAI Series C
5h ago
AP
Aria Patel
Document uploaded (ID scan)
8h ago
RF
Robert Fischer
Order confirmed - Databricks
1d ago
EV
Elena Vasquez
Portfolio review requested
1d ago
DK
David Kim
New account registration
2d ago
Available Opportunities
Browse allPortfolio Distribution
Portfolio Allocation Chart
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AI / ML38%
Fintech24%
SaaS22%
Other16%