Client Management
Manage your advisory clients, KYC status, and portfolios.
| Client Name | Entity Type | KYC Status | Portfolio Value | Orders | Registered | Actions |
|---|---|---|---|---|---|---|
SC Sarah Chen | Individual | Verified | $2.1M | 4 | 2024-08-15 | |
MO Michael Okafor | Individual | Verified | $850K | 2 | 2024-09-03 | |
AP Aria Patel | Company | In Review | $1.6M | 3 | 2024-10-20 | |
RF Robert Fischer | Trust | Verified | $3.4M | 6 | 2024-06-10 | |
EV Elena Vasquez | Individual | Pending | $420K | 1 | 2025-01-05 | |
DK David Kim | Company | Not Started | $0 | 0 | 2025-03-18 | |
SW Sophia Williams | Individual | Verified | $1.9M | 5 | 2024-07-22 | |
HA Hassan Al-Rashid | Trust | Rejected | $0 | 0 | 2025-02-14 |