6.📲Key Screens & Functionality
🔐 Login & Onboarding
- OTP + Password Login for secure access
- Integrated 2FA (Two-Factor Authentication) with code verification
- Terms of Service acceptance during onboarding
- Session handling with token expiry feedback
🏠 Dashboard
- widgets for quick actions
- KPI highlights: Total assets, portfolio performance
- Entry points to portfolios, tasks, and documents
👤 Client View
- Searchable client list with filter options
- Client profile: name, status, relationship manager
- Access to client-specific documents, portfolios, and tasks
- Tap to drill into individual records
📄 Documents
- Document viewer for PDFs and image-based content
- Upload feature using device files or camera
- Secure download and preview
- Access control via connected accounts
🧾 Forms & PDF Generation
- Fill KYC or custom forms in-app
- Form fields include dropdowns, text, signature blocks
- validate/ download PDFs
- Real-time validation and submission tracking
📅 Tasks & Calendar
- Create, assign, and manage tasks
- View due dates via integrated calendar UI
- Actionable items linked to clients, portfolios, or documents
- Color-coded statuses (To Do, In Progress, Done)
🔄 Transactions
- View latest account transactions
- Search, sort, and paginate
- Linked directly to client and portfolio records
📑 Proposal Management
- View and manage investment proposals
- Fetch states and types via API
- Option to update proposal state directly in-app
- Connected to user roles and approval workflows
⚙️ Settings
- Change theme: light, dark, or system default
- Select preferred language
- Manage session (logout)
Updated about 1 month ago