Main Investor Table
One row per investor. Policy detail lives inside the investor profile, not in this table.
| Investor Name | Client ID | USD Total Investment | GBP Total Investment | Total Products | Status | Actions |
|---|---|---|---|---|---|---|
| Jane Doe | CID00123 | $250,000 | £0 | 3 | Active | |
| John Smith | CID00124 | $50,000 | £80,000 | 2 | Active | |
| Robert Brown | CID00125 | $0 | £120,000 | 1 | Pending Review |
Product Registry
Products are data, not separate hard-coded pages.
RIO Silver Lining USDslpolicy / slfundinfo
ConfiguredRIO Silver Lining GBPslgbppolicy / slgbpfundinfo
ConfiguredRIO ARC Bullion Bar GBParcgbppolicy / arcgbpfundinfo
Review NeededMiddleware Status
The API spine that feeds admin, client portal and reports.
HealthOnline
Legacy DBPending connection
DiscoveryPending
Valuation EnginePending