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)