Client Book
| Client | Health | Drift | AUM | Segments | Last review | Link |
|---|
No clients yet. Use the Onboard tab to add or claim clients.
Book-Level Drift & Rebalancing
Segment breakdown
Drift alerts (≥10%)
Onboard Clients
Bulk CAS import
Paste JSON array of portfolios (PAN auto-matched to existing invites).
Bulk AA-link invites
One per line: Name, mobile. Consent links dispatched (advisor-triggered).
Claim shared portfolio
Enter the code a retail client shared from the LakshaFin app.
Team & Seats
| Member | Role | Rights | Last login |
|---|
Add teammate
Junior = draft only (no send/approve). Senior = full. Uses an available seat.
Compliance Audit Trail
| Timestamp | Action | Entity | Detail |
|---|