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Service: Investor Portal ​

The Investor Portal serves as the unified command center for investors interacting with the tokenized RWAs. It addresses the key challenges of modern digital finance—user experience chaos, technical fragility, and security/compliance pressures—by providing a single, secure, and intuitive interface. It aims to transform complexity into clarity, giving every investor institutional-grade control, transparency, and confidence throughout their journey.

This service is built on key pillars, delivering tangible value:

  • Clarity & Insight: Consolidates complex data across diverse assets into easily understandable visualizations and actionable summaries.

  • Trust & Security: Implements defense-in-depth security (encryption, MFA, audit trails) to protect identity and assets, meeting stringent compliance requirements.

  • Efficiency & Scale: Automates workflows like onboarding, reporting, and funding, providing a seamless experience that scales.

  • Superior Investor Experience: Offers a personalized, mobile-first design with intuitive navigation and powerful analytical tools.

  • Compliance Confidence: Integrates regulatory logic (KYC/AML, Accreditation, Suitability) directly into the user experience.

Core Technical Components & APIs ​

This service is primarily a frontend application that relies heavily on backend APIs to fetch data and initiate actions.

Primary Models:

Governing Logic: Frontend presentation logic, form validation (client-side), state management.

APIs:

Key Capabilities & Features ​

The portal provides a comprehensive feature set, structured to guide the user seamlessly.

1. Dashboard ​

Goal: Get a quick, comprehensive overview of the entire investment portfolio and any required actions.

  • KPI Widgets: Key metrics like "Total Value," "Total Invested," and "Total Distributions."

  • Interactive Performance Charts: Provides visualizations of portfolio value over time and potentially allow comparison against benchmarks.

  • Compliance Status & Actions: The current KYC/Accreditation status for the selected profile, with clear calls-to-action to the relevant workflows managed by the Regulatory Compliance Engine.

  • Profile Selection: Allows users with multiple Profiles to easily switch between them, ensuring all displayed data updates accordingly.

  • Wallet Balances: Displays both the fiat (wallet) balance (Current, Pending In/Out) and the crypto (EVM Wallet) native/stablecoin balance.

  • Token Holdings Summary: Must list the RWA tokens held in the linked EVM Wallet (Icon, Name, Symbol, Amount).

2. Marketplace ​

Goal: Discover, evaluate, and compare new investment opportunities.

  • Offer Listing: Displays available Offers in a clear, filterable format (e.g., card-based layout).

  • Filtering & Sorting: Provides tools to filter and sort offerings based on key criteria (e.g., asset type, expected yield, regulation type, minimum investment).

  • Asset Detail Pages: Allows users to click into an offer to view comprehensive details, including financial data, documentation, fee structures, and current funding status.

3. Portfolio ​

Goal: Analyze investment performance, track income, and understand portfolio composition in detail.

  • Investment Listing: Displays a detailed list of all current and past Investments for the selected profile, including status and key financial details. Search and filtering is provided.

  • Income & Distributions Tab: Provides a dedicated view summarizing all distributions received, filterable by date and asset.

  • Transaction History: Provides a view showing both fiat (transaction) and relevant on-chain (EVM Transfer) history associated with the user's investments.

  • Cancellation Initiation: Provide the interface for users to request cancellation of eligible Investments.

4. Document Center ​

Goal: Securely access, manage, and download all investment-related documents.

  • Centralized Access: Provides a single location to view all legal agreements, account statements, tax forms, and offering documents associated with the user's profile and Investments.

  • Organization: Allows documents to be viewed or filtered by asset/investment or by document type.

  • Secure Download: Provides secure mechanisms (using signed URLs from the Filer) for downloading documents.

5. Account & Security Settings ​

Goal: Manage personal information, security settings, funding sources, and communication preferences.

  • Profile Management: Display profile details and allow secure editing of contact information.

  • Security Settings: Provides interfaces for managing authentication methods (e.g., setting up MFA/Passkeys) and viewing active login sessions.

  • Funding Methods (Wallet Tab):

  • Investor Verification Status: Displays the status of KYC/AML and Accreditation for the selected profile, linking to initiation/continuation workflows.

Advanced Scenarios & Platform Resilience ​

  • Multi-Profile Handling: The dashboard must correctly scope all displayed data (portfolio, wallet, distributions) to the currently selected profile.

  • Real-time Updates: Should ideally use mechanisms (like WebSockets or polling) to reflect status changes (e.g., investment confirmation, transaction settlement) without requiring a manual refresh.

  • Error Handling: Must gracefully handle API errors from backend services, providing clear feedback to the user.

Associated End-to-End Workflows ​