Dashboard
18
Total Investor Clients
5
Active Investor Clients
13
Prospective Investor Clients
12
List Clients Contacted
13
KYC Pending& In Progress
Recent Clients
| ID | Name | Status | Owner | Introducer | Created | Actions | |
|---|---|---|---|---|---|---|---|
| 9 | John Doe | john.doe@example.com | Prospect | Emily Davis | Elite Financial Services | 2025-12-07 | View |
| 10 | Jane Smith | jane.smith@example.com | Prospect | Emily Davis | Elite Financial Services | 2025-12-07 | View |
| 11 | Robert Johnson | robert.j@example.com | Prospect | Emily Davis | Elite Financial Services | 2025-12-07 | View |
| 12 | Mary Williams | mary.w@example.com | Prospect | Emily Davis | Elite Financial Services | 2025-12-07 | View |
| 13 | Michael Brown | michael.b@example.com | Prospect | Emily Davis | Elite Financial Services | 2025-12-07 | View |
| 14 | Sarah Davis | sarah.davis@example.com | Prospect | Emily Davis | Elite Financial Services | 2025-12-07 | View |
| 15 | David Miller | david.miller@example.com | Prospect | Emily Davis | Elite Financial Services | 2025-12-07 | View |
| 16 | Jennifer Wilson | jen.wilson@example.com | Prospect | Emily Davis | Elite Financial Services | 2025-12-07 | View |
| 17 | James Moore | james.moore@example.com | Prospect | Emily Davis | Elite Financial Services | 2025-12-07 | View |
| 18 | Lisa Taylor | lisa.t@example.com | Prospect | Emily Davis | Elite Financial Services | 2025-12-07 | View |
Recent Contact Records
| Date | Client | Type | Subject | Staff Member |
|---|---|---|---|---|
| 2024-11-25 16:00 | William Chen | Video Conference | Due Diligence Review | Michael Brown |
| 2024-11-15 09:30 | Thomas O'Brien | Visit | KYC Documentation | David Wilson |
| 2024-11-05 15:00 | William Chen | Video Conference | Venture Capital Opportunities | Michael Brown |
| 2024-09-15 10:00 | Robert Anderson | Newsletter | Q3 Market Insights | John Smith |
| 2024-08-05 14:00 | Sophie Dubois | Phone Call | KYC Renewal Follow-up | John Smith |
| 2024-06-20 11:00 | Sophie Dubois | KYC Renewal Reminder | John Smith | |
| 2024-06-10 10:30 | Maria Schmidt | Phone Call | Portfolio Rebalancing | Emily Davis |
| 2024-04-30 11:00 | Jennifer Martinez | Phone Call | First Month Review | Sarah Johnson |
| 2024-03-25 09:00 | Jennifer Martinez | Visit | Onboarding Meeting | Sarah Johnson |
| 2024-02-18 14:30 | Robert Anderson | Phone Call | ESG Investment Proposal | John Smith |