Loading dashboard…
Reading
⏱ Valuations run after import and may take a few minutes. Properties appear immediately.
| Event | Count |
|---|---|
| Loading… | |
Add properties
Choose who these belong to.
Every registered client is searchable including those with no properties. Corporate accounts appear in the same list — the destination is a holder, not a portfolio type.
Adding to:
A shared portfolio several people can see. Members are added after it exists.
Shown to members in their Smart Portfolio.
No platform account needed. Invoices go here.
Exempt requires admin and is recorded against your name.
Loading…
Filter properties
Delete ?
This removes the corporate account and its membership. It cannot be undone.