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AM
Admin Manager
Super Admin
Strategy Wise
Investor Wise
+ Add Strategy
Update Valuation (per investor)
✕
Strategy:
Current total
—
Target total valuation ($)
Investors — override proposed values as needed
Investor
Current value
Proposed value
New total:
—
Update value for investor
✕
—
New value ($)
Transactions
✕
All Transactions
Group by Investor
Add Investment
✕
Investor
Strategy
New Strategy Name
Amount ($)
Date
Note
Add New Strategy
✕
Strategy Name
Category
Equities
Real Estate
Fixed Income
Private Equity
Commodities
Hedge Fund