Service: Investor Portal
The Investor Portal presents onboarding, funding, portfolio, document, distribution, and redemption functions in one Investor interface. Backend services remain responsible for identity, eligibility, payment, custody, and final state.
The portal provides:
Portfolio View: Shows holdings, value history, distributions, and pending actions.
Account Controls: Uses the platform's encryption, MFA, authorization, and audit controls.
Workflow Support: Connects onboarding, reporting, and funding steps in one interface.
Responsive Interface: Provides the same core Investor tasks on desktop and mobile layouts.
Compliance Status: Shows KYC/AML, accreditation, and suitability status and links to required actions.
Core Technical Components & APIs
This frontend application uses backend APIs to fetch records and initiate actions.
Primary Models:
Profile Model: Displays investor details, compliance status, and allows profile switching.
Investment Model: Populates the portfolio list and summary metrics.
Fund Model: Provides details for investments listed in the portfolio.
Wallet Model: Displays fiat balances and transaction history.
FundingSource Model: Used for managing linked bank accounts.
Transaction Model: Populates the fiat transaction history.
Crypto Wallet Model: Displays linked crypto address and token balances.
evm-transfer: Populates the on-chain transaction history.
Distribution Model: Populates the distributions list.Document Model: Allows viewing of investment agreements, tax forms, etc.
Notification Model: Displays in-app alerts.
Governing Logic: Frontend presentation logic, form validation (client-side), state management.
APIs:
user-api: To fetch profile details, switch profiles, initiate KYC/Accreditation.
investment-api: To fetch portfolio data, initiate new investments, request cancellations.
wallet-api: To fetch fiat balances, transaction history, manage funding sources, initiate deposits/withdrawals.
evm-api: To fetch crypto balances and on-chain transaction history.
distribution-api: To fetch distribution history.
notification-api: To fetch and display in-app notifications.
Key Capabilities & Features
The portal groups functions by Investor task.
1. Dashboard
Goal: Show the 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 (Crypto Wallet) native/stablecoin balance.
Token Holdings Summary: Must list the RWA tokens held in the linked Crypto Wallet (Icon, Name, Symbol, Amount).
2. Marketplace
Goal: Discover, evaluate, and compare new investment opportunities.
Fund Listing: Displays available Funds in a clear, filterable format (e.g., card-based layout).
Filtering & Sorting: Provides tools to filter and sort funds based on key criteria (e.g., asset type, expected yield, regulation type, minimum investment).
Asset Detail Pages: Allows users to open a Fund and view its financial data, documentation, fee structure, 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
Investmentsfor 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 fund 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):
Displays fiat wallet balances (Current, Pending In/Out).
Provides interfaces for linking/unlinking bank accounts (FundingSource management via Plaid/Integrated Wallet Solution).
Provides forms for initiating Load Funds and Withdraw Funds.
Displays fiat transaction history.
Investor Verification Status: Displays the status of KYC/AML and Accreditation for the selected profile, linking to initiation/continuation workflows.
Exceptions and Recovery
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.