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Active users
Name



Role



Dashboard



CRM



Investments



Orders



Payments



Documents



Jason Hunt
CEO
Yes
Yes
Yes
Yes
Yes
Yes
Jack White
Relations Manager
No
Yes
Yes
Multiple
No
Yes
Helen Shane
CIO
Multiple
Yes
Yes
Yes
No
No
Drake Tomas
Trader
Multiple
Multiple
Yes
Yes
No
Yes
Kane Scott
CFO
Multiple
Multiple
Yes
No
Yes
Multiple
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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