Getting Started

Topics

Dashboard

  • The dashboard is the central overview screen of the backend, giving admins a quick snapshot of the overall investment platform performance. It displays key financial and investor metrics in real-time, helping the admin team monitor growth and activities at a glance. The dashboard includes the following insights: All Time Investment, Total Investors, Monthly Investments etc.

    Overall, the dashboard acts as a real-time control panel, offering admins a quick and data-driven understanding of platform performance, investor engagement, and financial outcomes.

Investors

  • This section contains a complete list of all registered investors in the system. From here, admins can manage investor records, including adding new investors, editing personal details (such as name, contact information, and KYC details), and deleting investors if required. Additionally, admins can view each investor's portfolio and investment history, making it easier to track their activities and performance.

Reports

  • This section contains a complete list of all registered investors in the system. From here, admins can manage investor records, including adding new investors, editing personal details (such as name, contact information, and KYC details), and deleting investors if required. Additionally, admins can view each investor's portfolio and investment history, making it easier to track their activities and performance.

Emailing

  • This section contains a complete list of all registered investors in the system. From here, admins can manage investor records, including adding new investors, editing personal details (such as name, contact information, and KYC details), and deleting investors if required. Additionally, admins can view each investor's portfolio and investment history, making it easier to track their activities and performance.

Referrals

  • This section contains a complete list of all registered investors in the system. From here, admins can manage investor records, including adding new investors, editing personal details (such as name, contact information, and KYC details), and deleting investors if required. Additionally, admins can view each investor's portfolio and investment history, making it easier to track their activities and performance.

Support

  • This section contains a complete list of all registered investors in the system. From here, admins can manage investor records, including adding new investors, editing personal details (such as name, contact information, and KYC details), and deleting investors if required. Additionally, admins can view each investor's portfolio and investment history, making it easier to track their activities and performance.

Users

  • This section contains a complete list of all registered investors in the system. From here, admins can manage investor records, including adding new investors, editing personal details (such as name, contact information, and KYC details), and deleting investors if required. Additionally, admins can view each investor's portfolio and investment history, making it easier to track their activities and performance.

Logs

  • This section contains a complete list of all registered investors in the system. From here, admins can manage investor records, including adding new investors, editing personal details (such as name, contact information, and KYC details), and deleting investors if required. Additionally, admins can view each investor's portfolio and investment history, making it easier to track their activities and performance.