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Active users

Name

Role

Dashboard

CRM 

Investments

Orders

Payments

Documents

Jason Hunt

CEO

Yes

Yes

Yes

Yes

Yes

Yes

Admin

Jack White

Relations Manager

No

Yes

Yes

Multiple

No

Yes

Change

Helen Shane

CIO

Multiple

Yes

Yes

Yes

No

No

Change

Drake Tomas

Trader

Multiple

Multiple

Yes

Yes

No

Yes

Change

Kane Scott

CFO

Multiple

Multiple

Yes

No

Yes

Multiple

Change
Add user

Kane Scott permissions

Dashboard

Client relations

Investments

Orders

Payments

Documents

Underlying clients

Dashboard

Portfolio analysis

Order management

Your accounts

Onboarding

Asset allocation

Onboarding

Portfolio allocation

Bulk orders

Transactions

Reporting

Model rebalancing

Portfolios

Performance

Transactions history

Firm accounts

User admin

Fees

Transactions

Order blotter

Client portal

Messaging

Models

Historical orders

Products

Who holds

Full access

Read Only

No access

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