Dashboard
Welcome back
Quick overview. Drill into any section on the left.
Active accounts
—
awaiting backend
Open quotes
—
awaiting backend
Active subscriptions
—
awaiting backend
Tier A+ investors
—
awaiting backend
Accounts →
Every account. Filter by persona, search, impersonate, suspend, run DSAR.
working (mock data)
Investors →
Tier A+/A/B/C breakdown, Path A/B/C/D, bundle deals, F2I + Path D.
coming in M4
Referrals →
Referral graph. Partner-attributed, agency white-label, investor portco.
coming with referrals API
Audit log →
Every staff action. DSAR, impersonation, profile edits. Retained 7 years.
coming with PLAN-PRIVACY-COMPLIANCE
For engineers / agents
Paste-and-go prompts for the next build steps live in PROMPTS-EXECUTION-PLAN.md (M1-M6 admin UI, B1-B5 backend, L1-L9 logic merge).