Portfolio figures
| Card | What it shows |
|---|---|
| Assets under management | The current valuations of the properties that have holdings. |
| Total raised | The amount raised through settled orders, with the amount for the current quarter. |
| Open pipeline | What is still offered but not yet raised: fractions on offer times their price, minus what is raised. |
| Active clients | Clients in active status, which is also your number of client seats. |
| Distributions this year | The total distributed so far this year. |
| Average yield | The average yield across your properties. |
| Distributions to approve | Calculated distributions that wait for an owner or admin. |
The figures are cached for about a minute and refresh when the underlying records change.
Work waiting for you
- Orders awaiting action: orders to approve, orders that are paid and ready to settle, overdue payments, orders awaiting payment and waitlisted orders.
- Open listings: each raise that is taking subscriptions, with a progress bar.
- Follow-ups: the reminders you added on client profiles, grouped as overdue, today and upcoming.
- Expiring documents: identity documents, insurance and other files that expire soon, with the ones already expired first.