The Agent Dashboard provides a comprehensive overview of your account, allowing you to easily view general information and the latest data updates. It serves as a convenient tool for agents to access the most current details on both their personal investments and those of their clients, ensuring they are always informed and up to date.
Your Account Summary #
The Account Summary offers a clear overview of your total investments and agent fees received since the inception of your account, providing a snapshot of your financial activity and earnings over time.
- “Total Investments” – This is the total investments of all your clients over time displayed in each currency. This is the sum of all investment principals.
- “Total Clients” – This is the total number of clients you have registered under you.
- “Total Agents” – This is the total number of agents you have registered under you
- “Commission Received” – This is the total Fee Notes paid to you (converted to USD)
- “Commission Processing” – This is the total Fee Notes currently still processing (converted to USD)
Quick Links #
Quick Links serve as convenient shortcuts to key pages within your account, allowing you to easily navigate and access important information with just a click.
- “Invest” – Shortcut to the deals page
- “Tasks” – Shortcut to your task module
- “Affiliate” – Shortcut to your affiliate link
Latest Investments & Fee Notes #
The Latest Investments section displays the most recent investments you have subscribed to, along with their current status, providing real-time updates on your investment activity.
Last Registered Clients #
The Last Registered Clients section provides a list of the most recently registered clients under your account, giving you quick access to their information and helping you stay updated on new client activity.
