Understanding the investor dashboard

The investor dashboard allows you to:

view profile information;
access news,
validate the latest transactions,
carry out all the key actions relating to subscriptions and monitoring of operations.

The key indicators of my dashboard

On the investor dashboard:

profile: your profile is validated by the platform administrator,
documents to sign: number of documents awaiting signature,
operations in progress: subscription opportunities available,
wallet: balance on your electronic wallet,
score: your risk profile according to the administrator's scoring policy. For more information, see the platform pages or contact your administrator,
invested: the total amount invested,
validated: the amount invested whose payment has been validated,
pending: amount invested for which payment is validated.

In this section, you have access:

the last transactions to be validated carried out by you,
the last transactions to be validated by distributor or adviser partners and by the administrator,
an action to validate the transaction of your choice.

The platform administrator can notify you of key events on your subscriptions or on operations in progress.

You have access to the news, and you are notified by email with each new “news” published.