A glimpse of the post-onboarding Financial Advisor Dashboard. Every client is identity-masked — you see performance, not people. Tune the robot, review its recommendations, message clients through the platform, and track your earnings and rating. This is a static preview driven by mock data.
| Client | Strategy template | Pending batch | Risk band | Mode |
|---|
Clients are identity-masked. You review the robot's batch; the client presses the button (batch mode) or it auto-executes (opt-in automation).
| Client | Invested | Waqf | Yield (YTD) | Risk band | Portfolio mix | Pending recs | Status | Joined |
|---|
Tap a row to open the masked client detail. No name, email, phone, or address exists anywhere in this view — only the masked ID.
Halal screening: always on You can tighten it; you can never disable it. Every knob stays inside the halal screen and each client's own authorization.
Build named templates and assign them by risk band or to individual clients. Changes here apply to every client assigned this template.
Maximum portfolio volatility the robot will target before de-risking.
How far a holding may drift from target weight before the robot rebalances it.
Within halal-permitted sectors only. Prohibited sectors are excluded by the always-on screen.
How strongly the robot reacts to market signals and news flow.
You may tighten the AAOIFI ratio thresholds beyond the baseline. You cannot loosen below it.
Threads
Client-7F3A
Contact information cannot be exchanged here. Messages are logged and identity-masked end to end.
| Period | Client | Assets advised | Rate | Commission | Status |
|---|
Clients are identity-masked in the ledger too. Commission is earned from your clients; the platform earns only your flat subscription.
Reviews come from your clients and are shown with masked handles only.
| Display name | — |
|---|---|
| Firm / RIA | — |
| Registration | — |
| Registered states | — |
| Languages | — |
| Specialties | — |
Your profile is what prospective (still-masked) clients see in the advisor directory. Edit it anytime.
| Plan | — |
|---|---|
| Price | — |
| Status | — |
| Next billing | — |
Apply to become an advisor of record and bring your book onto the platform.