COMMAND OVERVIEW
Aggregate portfolio telemetry across all registered clients.
Total Clients
0
Registered accounts
RECENT CLIENTS
// NO CLIENT RECORDS — DEPLOY FIRST ACCOUNT
CLIENT REGISTRY
All registered client accounts and their portfolio allocations.
REGISTERED ACCOUNTS
// NO CLIENT RECORDS — DEPLOY FIRST ACCOUNT
DEPLOY NEW CLIENT
Provision a client account with identity info and crypto portfolio allocations.
CLIENT PROVISIONING FORM
SUPPORT AGENTS
Create and manage support agents, then assign them to clients.
NEW SUPPORT AGENT
REGISTERED AGENTS
// NO AGENTS CREATED YET