Investment Platform Administration

Manage your investment
platform with confidence.

One platform for KYC compliance, investor onboarding, allocation approvals, and complete audit trails — all in real time.

Multi

Tenant support

100%

Audit coverage

RLS

Row-level security

Real-time

Data sync

Everything you need to run your platform

Built for investment managers who need control, compliance, and clarity across all their operations.

Investor Management

Onboard, verify, and manage investors across multiple tenants with full KYC workflows.

Portfolio & Allocations

Track investments, allocate shares, and monitor portfolio performance in real time.

Compliance & KYC

Streamlined document review, accreditation checks, and audit-ready compliance trails.

Multi-Tenant Platform

Run multiple investment firms on one platform, each with their own branding and data isolation.

Security & RLS

Row-level security ensures every admin only sees what they're permitted to access.

Audit Logging

Every action is logged with user, IP, and timestamp for full accountability.

Two access levels, one platform

Super Admin

Full platform access across all tenants — manage branding, users, offerings, and system settings.

All tenantsSystem settingsAudit logs

Tenant Admin

Scoped to your organisation's data — manage your investors, offerings, KYC, and transactions.

Own investorsOwn offeringsOwn KYC

Ready to get started?

Sign in to your admin account to manage your investment platform.

Sign in to dashboard