πŸ“Š xlsx-to-database Dashboard

Complete API management dashboard for customers, assignments, files and more.

πŸ“€ Upload New Records

πŸ” Advanced Filters

πŸ“‹ Customer Records

ID Code Name Address Nationality Type Balance Pending Purchase Pending Sale Pledged Percentage Account Manager Managed By Uploaded At

πŸ“Š Top Buyers & Sellers Analytics

Filters & Parameters

πŸ“Š Customer Balance History

πŸ“‹ Customer Assignment Logs

Assign Customer

Get Assignment History

🏒 Asset Managers

Create Asset Manager

πŸ’° Funds

Create Fund

πŸ“ File Management

to

βš™οΈ Settings

Balance Limit Configuration