Assets under management
R2.41B
Total client accounts
0
Pending review
0
Compliance alerts
2
Recent activity
Johan Botha's Q2 statement was generated
2 hours ago · Reports
New client submitted onboarding
Awaiting your review in Clients
Client accounts
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Active
Pending
Flagged
| Client | Risk profile | Portfolio value | Status |
|---|
Compliance alerts
Northwind Retail — source of funds document expired
Flagged 3 days ago · requires re-upload
2 accounts pending KYC review over 48 hours
SLA target is 24 hours for initial review
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Net inflows
R0
Advisory fees earned
R0
New accounts opened
0
Avg. portfolio return
0%